Catch-Up Bookkeeping · Charleston, SC

Catch-Up Bookkeeping
for Charleston
Small Businesses.

From King Street restaurants to Mount Pleasant contractors and Daniel Island consultants, Charleston small businesses fall behind on their books for every reason imaginable — busy season, a bookkeeper who left, no system at all. Tides cleans up months or years of Lowcountry backlog, reconciles every account, and gets you tax-ready without judgment.

No setup fees  ·  Cancel anytime  ·  Dedicated bookkeeper

QuickBooks Online
Any Industry
Months or Years Back
CPA-Ready Output
No Judgment
What We Deliver
Your Complete Catch-Up Package
Everything cleaned up before you move forward
All Transactions Categorized✓ Done
All Accounts Reconciled✓ Reconciled
Chart of Accounts Cleaned✓ Fixed
P&L Per Period✓ Delivered
CPA-Ready Year-End Package✓ Included
$0
Setup Fees
24hr
Response Time
3+
Years Back Handled
100%
Remote Service
$0
Setup Fees
1
Dedicated Bookkeeper
Built for the Lowcountry

Catch-Up Bookkeeping for
Charleston Businesses.

Charleston's economy is unlike anywhere else in South Carolina — and when small businesses here fall behind, the cleanup needs to understand the local rhythm. Here's how catch-up bookkeeping fits the businesses that drive the Charleston County economy.

Charleston is a tourism, port, and hospitality town first. Restaurants and bars along King Street, short-term rentals and property managers across Mount Pleasant, Folly Beach, and Isle of Palms, and the boutiques and tour operators downtown all live and die by seasonal cash flow — a packed spring and fall, a slower mid-summer and winter. That swing is exactly when books get pushed aside: by the time owners come up for air, they're 12 or 18 months behind on reconciliations and have no real read on what they earned.

Beyond hospitality, the Charleston metro is a serious industrial and professional hub. The Port of Charleston anchors a deep logistics and freight economy; Boeing South Carolina and the aerospace supply chain employ thousands in North Charleston; and MUSC and Roper St. Francis make healthcare one of the region's largest employers. The small businesses that orbit these anchors — contractors on Daniel Island, marine and trades companies in West Ashley and Johns Island, consultants and agencies serving the "Silicon Harbor" tech scene — often inherit messy QuickBooks files from a previous bookkeeper or stitched-together spreadsheets that don't survive a year of project-based revenue.

Whether you operate downtown on the peninsula, out in Summerville and North Charleston, or anywhere across the Tri-County, Tides clears the backlog — months or years of it — and hands you clean, CPA-ready books, fully remote. Looking for our full local overview? See our Charleston bookkeeping services page.

What's Included

What's Included in
Every Catch-Up.

Catch-up bookkeeping isn't just data entry. It's a systematic process that touches every account, every period, and every inconsistency — so your books are accurate when we're done.

Complete Transaction Categorization

Every transaction across every period is reviewed, categorized, and assigned to the correct account. We use your actual business activity to determine categories — not guesses.

Full Account Reconciliation

Every bank account, credit card, and loan account is reconciled against statements for every month in the catch-up period. Every discrepancy is identified and resolved.

Chart of Accounts Review & Cleanup

Duplicate accounts, miscategorized items, and structural problems in your QuickBooks are fixed. You get a clean, logical account structure going forward.

Period-by-Period P&L Statements

Once catch-up is complete, we deliver profit and loss statements for each year or period covered — so you have a real financial history, not a black hole.

Also Included
All part of your service
Balance Sheet per PeriodKnow your business's financial position at every point in the catch-up window.
CPA-Ready Year-End PackageEverything your accountant needs for taxes — organized and ready.
Duplicate Transaction ReviewDuplicate entries and bank feed errors are identified and removed.
Opening Balance VerificationStarting balances are verified and corrected if they were off.
Transition to Monthly ServiceOnce caught up, we seamlessly begin your monthly bookkeeping cycle.
QuickBooks Setup or CleanupWe configure QBO correctly if it's a mess — no extra charge.
How It Works

Simple Process.
Fast Results.

Here's exactly what happens from your first call to completed work.

01

Free Assessment

We review your current books, identify the scope of the backlog, and give you a flat project quote. No hourly billing — you know the price before we start.

02

Secure Access Setup

You grant us access to QuickBooks Online and your bank statements. We handle everything from there — no need to export data or send spreadsheets.

03

Systematic Catch-Up

We work backward through each period, reconciling accounts and categorizing transactions. We flag anything that needs your input, but the bulk of the work happens without you.

04

Review & Handoff

We walk you through the completed books, deliver your financial reports, and either hand off to your CPA or begin your monthly service cycle.

Who It's For

Catch-Up Bookkeeping for
Every Situation.

Whether you've never had a bookkeeper or your last one left things in chaos, catch-up bookkeeping gets you back to solid ground.

📅

New Business Owners

You've been running your business for a year or more and have never properly reconciled your books. Tax season is coming and you have no accurate financials.

  • Catch up on all missed months
  • Reconcile all business accounts
  • Categorize every transaction correctly
  • Prepare for first tax filing
  • Set up proper monthly system going forward
🔄

Switching Bookkeepers

Your previous bookkeeper left, passed away, or did the work incorrectly. You've inherited a mess and don't know where to start.

  • Audit existing books for errors
  • Correct miscategorized transactions
  • Fix chart of accounts structure
  • Reconcile all outstanding periods
  • Establish clean baseline for new service
🧾

Tax Season Scramble

It's Q1 and your books are 12 months behind. Your CPA is waiting. You need the year cleaned up fast so you can file on time without penalties.

  • Priority turnaround on the current year
  • All reconciliations completed
  • Year-end financial statements delivered
  • CPA-ready package prepared
  • Estimated tax catch-up if needed
Sound Familiar?

The Real Cost of
Falling Behind.

Most business owners know their books are behind. What they underestimate is what that actually costs them in time, money, and missed opportunities.

😩

CPA Cleanup Charges

When your accountant has to reconcile 12 months of transactions to file your taxes, they charge accordingly — often hundreds or thousands in extra fees that clean books would have eliminated.

💸

Missed Deductions

Transactions that aren't categorized correctly don't show up as deductions. Behind books mean you're likely overpaying on taxes every year.

📊

No Real Financial Picture

Without accurate records, you can't know if your business is truly profitable. Decisions about hiring, pricing, and growth are made on gut instinct instead of facts.

Lost Time Every Tax Season

Spending January and February tracking down receipts, matching bank statements, and reconstructing a year of activity costs dozens of hours you'll never get back.

What Changes
The difference it makes
Fixed CPA billClean books = less billable cleanup time at year-end.
Recovered deductionsProperly categorized expenses show up where they belong.
Real financial clarityKnow your actual profit, not just your bank balance.
Tax-ready year-roundNo scramble, no panic, no rushing to file.
Loan-ready financialsAccurate statements available when you need them fast.
Foundation for growthClean historical data supports better decisions going forward.
🔥 50% Off · Catch-Up Special

Catch-Up Pricing.
Half Off — Limited Time.

For a limited time, catch-up bookkeeping is 50% off our regular rate. Flat per-month pricing at the same tier as your ongoing plan — quoted upfront, no hourly billing, no surprises. (Example: 6 months behind on Growth = 6 × $325 = $1,950, normally $3,900.)

Catch-Up Essential
For Essential-tier businesses: up to $50,000 monthly expenses, up to 4 accounts.
Save 50%
Reg. $390
$195
per month behind
  • Flat per-month pricing
  • Full bank & credit-card reconciliation
  • Every transaction categorized
  • Prior-period P&L & balance sheet
  • CPA-ready handoff package
  • No hourly billing — quoted upfront
Start Catch-Up →
Catch-Up Scale
For Scale-tier businesses: up to $125,000 monthly expenses, up to 12 accounts.
Save 50%
Reg. $990
$495
per month behind
  • Flat per-month pricing
  • Full bank & credit-card reconciliation
  • Every transaction categorized
  • Prior-period P&L & balance sheet
  • CPA-ready handoff package
  • No hourly billing — quoted upfront
Start Catch-Up →

Not sure how far behind you are? Book a free 15-minute call →

Serving Small Businesses Across South Carolina & Beyond

Based in Greenville, SC. 100% remote — we serve clients statewide and nationwide.

South Carolina Greenville, SC Greenville County Columbia, SC Charleston, SC + Nationwide
★★★★★

"Dan is crucial to the financial management of my business. He helped me beyond simply bookkeeping — resourceful, detail oriented, and most importantly responsive and fast."

SL
S. Longfellow
Small Business Owner · Verified Client
Common Questions

Catch-Up Bookkeeping
FAQ

There's no limit. We've cleaned up books that were 3+ years behind. The further back the work goes, the more it costs, but we always give you a firm quote upfront so you know exactly what you're paying before we start.
It depends on the volume of transactions and how many months are involved. A single year with moderate transaction volume typically takes 2–3 weeks. We'll give you a realistic timeline in your free assessment.
No. If you're not on QuickBooks Online, we'll set it up as part of the process. If you're on a different platform or have no accounting software at all, we migrate or build from scratch.
Access to your QuickBooks Online account and bank statements for the periods being cleaned up. If you don't have statements, we can work with bank feed data in most cases.
Yes. Once the catch-up is complete, we deliver P&L statements and balance sheets for each year covered. You'll have real financials — not just reconciled data.
It's a flat project fee based on the number of months and average transaction volume. No hourly billing. We quote the full project upfront so there are no surprises.
Absolutely — that's the most common path. Once your books are current, we start your monthly bookkeeping cycle immediately. The transition is seamless.
We audit the prior work, identify errors, and correct them as part of the catch-up. We don't assume prior work is accurate — everything gets verified.
Yes. We clean up books for businesses across the entire Charleston metro — the peninsula, Mount Pleasant, West Ashley, James and Johns Island, Daniel Island, North Charleston, and out to Summerville — entirely online. You grant secure access to QuickBooks Online and your bank statements, and we work backward through every period. Whether you're a King Street restaurant 18 months behind or a Daniel Island contractor with two years of unreconciled accounts, the process is the same — and there's nothing to drop off.
Also Available

Explore Our Other
Services.

Every Industry

Catch-Up Bookkeeping
for Every Industry.

Behind on your books? Every industry has different income streams, expense categories, and tax considerations — and we know all of them. We've cleaned up backlogs for contractors, restaurants, real estate agents, and more.

Don't see your industry? We work with businesses across all sectors. Schedule a free call and we'll tell you exactly how we'd handle your books.

Ready to Get Started?

Stop Dreading
Your Books.

Schedule a free assessment. We'll tell you exactly what the catch-up involves, how long it takes, and what it costs — no surprises, no pressure.

No credit card required  ·  No long-term contracts  ·  Cancel anytime