Catch-Up Bookkeeping
Books that are months or years behind, brought current. One project, fixed price, clean slate.
What This Is
You fell behind. It happens. Maybe you opened the business and never set up proper books. Maybe you had a system and then a busy season hit and you never recovered. Maybe your last bookkeeper quit and left you with a mess. The reason doesn’t matter. The backlog does.
Catch-up bookkeeping is a one-time project to get everything current. We take your bank statements, your credit card records, whatever receipts you have, and we rebuild the books month by month until they’re accurate and complete.
The Process
The Process
We pull your records, reconcile every account, categorize every transaction, and fix whatever errors we find along the way. At the end, you have a complete set of financials for the entire backlog period.
The Price
The Price
Project-based, quoted upfront after we see what we’re working with. A six-month backlog costs less than a two-year backlog. You know the number before we start.
Why It Matters
Messy books don’t stay contained. They bleed into everything else. You can’t get a loan because you have no financials to show the bank. You can’t file taxes because your CPA doesn’t have anything to work with. You can’t answer basic questions about your own business.
The longer it sits, the worse it gets. A three-month backlog is annoying. A two-year backlog is a wall you stop wanting to look at. Most people who call us have been avoiding the problem for a while.
The Tax Problem
The Tax Problem
Your CPA needs organized records to file your return. If you hand them chaos, they either charge you extra to sort it out or tell you to come back when it’s fixed. April gets expensive either way.
The Lending Problem
The Lending Problem
Banks want to see financials before they lend. A business plan and a handshake aren’t enough. If you can’t produce a P&L and balance sheet, the conversation ends there.
What You Get
Reconciled accounts, categorized transactions, and accurate financial statements for the entire period we cleaned up. Your books match your bank. Your CPA can file your taxes. You can finally see whether you made money or lost it.
Once the cleanup is done, you’re at zero. From there, most clients move into monthly bookkeeping so they never end up in this position again. That’s not required, but it’s usually the smart move.
Answers
Answers
You’ll know what happened. Which months were profitable, which weren’t. Where the money went. What you owe and what you’re owed. The fog lifts.
A Fresh Start
A Fresh Start
The backlog is gone. Whatever happens next, you’re starting from clean books instead of dragging the past behind you.
Northwest Ohio’s Trusted Bookkeeping Partner
The Next Step:
A 15-Minute Discovery Call
Let's talk about your current bookkeeping situation. We'll assess your needs, outline a plan of action, and give you a clear quote.
