Behind on Your Books? We’ll Get You Caught Up.
Falling behind on bookkeeping happens to business owners of every size. Whether you’re months behind, have uncategorized transactions, missing reconciliations, or incomplete records, we can help. Our Catch-Up Bookkeeping Services organize your financial data, reconcile accounts, and bring your books up to date quickly and accurately.
Once your books are caught up, we don’t stop there. We identify process gaps, clean up accounting errors, and implement automation tools that keep your books organized going forward. The result is accurate financial records, improved visibility into your business, and a bookkeeping system that saves time and money simultaneously every month.
- Historical Data Entry & Organization
- Prior Period Reconciliations
- Missing Transaction Research
- Clean-Up of Uncategorized Transactions
- Duplicate Entry Removal
- Account Reclassification
- QuickBooks Online Setup & Integration
- Xero Setup & Integration
- E-Commerce Sales Synchronization
- Marketplace Integration & Automation
- Receipt Scanning Integration (Dext, Hubdoc)
- Bank Feed & Transaction Categorization
- Payment Processor Integration (Stripe, PayPal)
- E-Commerce Platform Integration (Shopify, WooCommerce)
- Custom Workflow Automation
Complete Cleanup & Automation Setup
Getting your books caught up is only the first step. We help you stay caught up. After cleaning up your records, we implement appropriate tools and streamlined workflows that improve accuracy and save valuable time. The result is organized, up-to-date books, better financial visibility, and fewer bookkeeping headaches moving forward.
Bookkeeping Cleanup
We review your records, reconcile accounts, organize transactions, and bring your books current, regardless of how far behind you are.
Integration Setup
We connect your accounting software with bank accounts, payment processors, e-commerce platforms, and expense tools—creating a seamless data flow.
Automation & Ongoing Support
We implement automated workflows that reduce manual data entry, improve accuracy, and keep your books organized month after month.
Frequently Asked Questions
We've caught up businesses 3 years behind. The time required depends on volume and complexity, but we work efficiently to get you current as quickly as possible.
We'll need access to your bank and credit card statements, any existing accounting files, and receipts/documentation for major transactions. The more you provide, the faster we work.
Every project is different. The timeline depends on how far behind your books are, transaction volume, and record quality. Most projects are completed within a few weeks, and we’ll provide a timeline estimate after reviewing your records.
Yes. We connect QuickBooks Online and Xero with major payment processors, e-commerce platforms, and marketplace systems to automate bookkeeping and reduce manual work.
We work with QuickBooks Online, Xero, Stripe, PayPal, Shopify, WooCommerce, Amazon, Dext, Hubdoc, and many other business applications.
We’ll typically need bank statements, credit card statements, loan statements, accounting records, and supporting documentation for major transactions. During our initial review, we’ll provide a customized checklist based on your situation.
Every catch-up project is different. Pricing depends on how far behind your books are, transaction volume, number of accounts, and overall complexity. Contact us for a free assessment and customized quote.
Perfect! We offer standalone automation and integration services. Setup starts at $250 per integration, with ongoing monitoring starting at $99/month.
Let’s Build Your Financial Future Together.
