Catch-up bookkeeping

Behind on your books? Welcome to the club.

Most of our clients arrived exactly where you are: a year of transactions in limbo, a tax deadline looming, and a knot in the stomach. We fix it at a flat price per month of history, and we've genuinely heard worse, whatever your version of worse is.

The process

From shoebox to statements

Look, then quote

On the free consult we look at what exists (bank accounts, old software, spreadsheets, nothing at all) and count the months. Your quote is months × $199, in writing.

We rebuild

We pull statements, categorize and reconcile every month, and chase down the mystery transactions. You'll get one organized batch of questions, not a drip.

You get the story

Finished books plus a summary of what we found: how the business actually did, and any deductions that were hiding in the pile.

Stay caught up

Most clients roll into a monthly plan so this never happens again. It's encouraged, not required.

Worth knowing

Honest answers about catch-up

It often pays for itself. Rebuilt books routinely surface deductions that were never claimed: software subscriptions, mileage, home office, that conference in Denver. We can't promise savings, but we'll show you exactly what we find.

Unfiled back-year returns? Common, fixable, and much less scary once the books exist. We prepare prior-year returns at our standard flat fees once the catch-up is done.

Truly nothing to start from? Bank and credit card statements are enough. If you can log into your bank, we can rebuild your year.

The knot in your stomach is optional

Book a free consult, show us what you've got (or haven't), and leave the call with a flat written quote and a plan.