Months or years of unreconciled accounts, uncategorized transactions, and missing records — we've seen it all. Our catch-up bookkeeping service clears the backlog completely, so you can move forward with clean books and no lingering anxiety about your financials.
No setup fees · Cancel anytime · Dedicated bookkeeper
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.
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.
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.
Duplicate accounts, miscategorized items, and structural problems in your QuickBooks are fixed. You get a clean, logical account structure going forward.
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.
Here's exactly what happens from your first call to completed work.
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.
You grant us access to QuickBooks Online and your bank statements. We handle everything from there — no need to export data or send spreadsheets.
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.
We walk you through the completed books, deliver your financial reports, and either hand off to your CPA or begin your monthly service cycle.
Whether you've never had a bookkeeper or your last one left things in chaos, catch-up bookkeeping gets you back to solid ground.
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.
Your previous bookkeeper left, passed away, or did the work incorrectly. You've inherited a mess and don't know where to start.
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.
Most business owners know their books are behind. What they underestimate is what that actually costs them in time, money, and missed opportunities.
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.
Transactions that aren't categorized correctly don't show up as deductions. Behind books mean you're likely overpaying on taxes every year.
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.
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.
Based in Greenville, SC. 100% remote — we serve clients statewide and 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."
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