Catch-up bookkeeping: behind on the books? Start here.
Maybe you're months behind, a year behind, or never really got started. Catch-up work brings the books current and reconciled, and we don't need to talk about how it got that way.
Work with us
Establish where the record actually stops
The first job is finding the last month that was genuinely reconciled. Everything after that gets rebuilt from source, statements, payroll reports, and merchant records.
Rebuild forward from there
Transactions entered and coded, accounts reconciled month by month, and the balance sheet brought back into agreement with reality.
Get it filing-ready
The output is a reconciled set of records, with the support attached. If a filing deadline is driving this, that shapes the sequence.
Then keep it current
Catch-up ends. What replaces it is a monthly close on an agreed date, so the same situation does not rebuild itself.
Questions we get asked
We are two years behind. Is that too far?
No. Multi-year catch-up is routine. It takes longer and the sequence matters more, but the process is the same.
Do we need this before we can file?
Almost certainly. Catch-up work reconciles every account and closes every month, so the year's figures are complete. Doing that work under deadline pressure costs more.
Is this the same as a cleanup?
They're related. Catch-up is work that was never done. Cleanup is work that was done wrong. Many engagements need both.
What do you need from us?
We'll need bank and card statements for the period, payroll reports, merchant statements, and your answers on anything unclear.
Where to next
Want the books off your plate?
Book a short call, and we'll give you an expert view of your situation.
Free Consult →Where we work
- Indianapolis, what filing there involves
- All locations
Not sure which one you need?
The decision guide starts from the symptom and ends at the role, with the revenue band each one usually sits behind. Work through it.