Behind on Your Books? We’ll Fix That.
Life gets busy and bookkeeping falls behind. Whether you’re three months or three years late, Lisa will reconstruct your financial records and get you back on track.
How the Catch-Up Process Works
We follow a structured process to get your books current without disrupting your day-to-day operations.
Discovery Call
We start with a free consultation to understand how far behind you are, what records you have, and what your goals are. Lisa reviews your bank statements and gives you a clear scope and timeline.
Document Collection
We gather bank statements, credit card records, invoices, and receipts. If you're missing documents, we can often pull statements directly from your financial institutions. We use Dext to digitize any paper records.
Transaction Reconstruction
Lisa works through every transaction period by period, categorizing income and expenses, reconciling accounts, and building accurate financial records in QuickBooks Online.
Review & Delivery
Once your books are current, you receive a complete set of financial statements for the catch-up period. Lisa walks you through the numbers and answers any questions.
Typical Timeline & Pricing
3-6 Months Behind
Timeline: 1-2 weeks
Typical cost: $500 - $1,000
6-12 Months Behind
Timeline: 2-4 weeks
Typical cost: $1,000 - $1,500
1-2+ Years Behind
Timeline: 4-8 weeks
Typical cost: $1,500 - $2,000/yr
Every project is different. Lisa provides a flat-rate quote upfront after reviewing your situation. No hourly billing surprises.
Frequently Asked Questions
We've cleaned up books that were two or more years behind. Whether you're a few months late or haven't touched your finances since you opened, we can get you current.
A typical catch-up project takes two to four weeks per year of backlog. If you're six months behind, expect about two weeks. Two years behind? Usually six to eight weeks. We'll give you a clear timeline during your consultation.
Pricing depends on how far behind you are and the complexity of your transactions. Most catch-up projects run between $500 and $2,000 per year of backlog. We provide a flat-rate quote upfront so there are no surprises.
Bank and credit card statements for the catch-up period, any invoices or receipts you have, and login access to your accounting software (if you have one). If you're missing documents, we can often pull statements directly from your bank.
It's not required, but we strongly recommend it. The whole point of catching up is to start fresh with clean books. Monthly bookkeeping keeps them that way so you never fall behind again.
Yes. If you have a filing deadline approaching, let us know and we'll prioritize your catch-up project. We've helped many clients get tax-ready books to their CPA on tight timelines.
Let’s Get You Caught Up
The longer you wait, the harder it gets. Book a free consultation and Lisa will give you a clear plan to get current.
Book a Free Consultation