Catch up

Catch and clean-up

Transform your messy records into tidy and organized financial documents

Fallen behind and feel like you’re drowning in overdue bookkeeping? no worries, we have you covered. Our team of expert bookkeepers are here to get you caught up and ready to file, quickly and accurately.

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Tidy tax-ready financials

We provide you with a tax-ready financial package for every year of catch up work completed. This includes every document you need to be organized and ready for tax time.

 

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Experienced catch up team

Missing documents or have messy records? Don’t worry we have you covered. We’re experts at handling months or years of unorganized historical bookkeeping efficiently and effectively.

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Fast turnaround times

We can complete months or years of overdue bookkeeping extremely fast. Once we receive the necessary information we need to get started, you can relax knowing your catch up work is in our capable hands.

Get your books back on-track

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Data entry
We enter all financial transactions into your accounting system. This includes recording income, expenses, and any other financial activities that occurred during the period you’re catching up on.

Reconcile bank statements
We compare your bank and credit card statements with the recorded transactions to ensure they match. This step helps identify any discrepancies or missing entries.

Categorize transactions
We will assign appropriate categories to each transaction to track your income and expenses accurately. Common categories include office supplies, utilities, rent, advertising, and more.

Generate financial reports
After we have entered and categorized all your transactions and reconciled your accounts, we then generate financial reports such as your profit and loss statements, balance sheet and cash flow. These reports provide valuable insights into your business’s financial health.

Review and analysis
Our accountants carefully review your financial reports while identifying trends, discrepancies or any areas where you can improve your financial management.

How to get started

It always seems impossible until it gets done.
It doesn’t matter whether you’re two months or two years behind, our team will get you caught up in no time.

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Request a quote or purchase a plan. Pricing is based on how many months or years you are behind on your books plus the average number of monthly transactions.

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Send your receipts and other documents to us via the appropriate Google Drive upload folder and our catchup team will get to work on updating your books and preparing the accompanying statements.

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Our accounting team will then  peer review the and sign off on your updated books to ensure total accuracy.

 

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Done! You will receive your package via Google drive and email delivery.

 

 

Let’s check this one off your to-do list

Everything you need
Your catch up package delivery includes everything you need. We provide your income statement, balance sheet, cash flow, general ledger, trial balance, and journal entry summary.

Organized documents
Regardless of whether you’ve kept your financial data well-organized or stored in a shoe box, we can work with you to clean up your bookkeeping and have them in organized folders.

Qualify for business loans
Applying for a business loan? There is no better way to show investors that your business is healthy and has potential than with tidy financial statements. We make it easy for you to prove your business is worth investing in.

 

Top FAQ

  • This depends on how many months or years of historical data need to be completed. However, to give you an idea, we can complete one year of catch-up work in as little as three to four weeks.

Let’s get you caught up

Get in touch with us today and let’s update your historical bookkeeping