The owner who is behind
You are months behind, missing clean reconciliations or unsure whether your reports are trustworthy.
Catch-up bookkeeping
Behind on your books? Start here.
If QuickBooks has become something you avoid, catch-up bookkeeping helps you get back to a clean starting point without shame, jargon or panic.
Catch-up bookkeeping starts at $1,200 or is quoted after review
The clean-up path
Sarah reviews what is missing, organizes records, reconciles accounts and fixes the bookkeeping basics that have drifted.
A fresh starting point
Your books become clearer, your CPA has better records and monthly bookkeeping becomes much easier to maintain.
When it makes sense
When catch-up bookkeeping makes sense
Several months behind
You are several months behind, or bank and credit card accounts have not been reconciled.
QuickBooks has drifted
Categories, bank rules or duplicate entries have made the reports harder to trust.
Your CPA needs cleaner records
You need a cleaner set of books before tax work can begin, then a plan to stay current.
What Sarah reviews first
Sarah starts by looking at how far behind the books are, which accounts need review, whether QuickBooks rules or categories are causing problems, and what your CPA needs next. From there, she recommends the cleanest path: a catch-up project, QuickBooks clean-up, monthly onboarding or a mix of the three.
What is included
Catch-up support for messy, overdue or confusing books.
Catch-up bookkeeping starts with a review. Sarah looks at what needs fixing before quoting, so you are not paying for a package that does not match your situation.
- Review of your current bookkeeping file
- Missing or overdue account reconciliations
- Transaction clean-up and categorization
- QuickBooks Online clean-up support
- Plain-English explanation of what was fixed
- Option to move into monthly bookkeeping after catch-up
Catch-up work starts at $1,200. Final pricing depends on how far behind the books are, how many accounts need review and how much clean-up is required.