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Bookkeeping

Catch-up & cleanup

Behind by a few months, or a few years? We catch you up, fix what’s broken and hand your CPA books they can actually use.

Book a free call

Starting at$150 per month behind

What’s included

  • A review of your current books
  • Missing months rebuilt from statements
  • Miscategorized and duplicate entries fixed
  • Every account reconciled
  • Opening balances your CPA can trust
  • A summary of what we found and fixed

Great for: Anyone who’s fallen behind, switched software or inherited a messy file.

What to expect

Most of our new clients start here, so there’s no judgment and nothing we haven’t seen. We gather your statements, rebuild the months you’re missing and correct the ones that went sideways.

When we’re done you get clean, reconciled books and a short list of anything your CPA should know about. Then, if you’d like, we keep them that way on a monthly package.

Packages

Bookkeeping packages

  • Essentials

    Up to 75 transactions a month

    • 2 bank or card accounts
    • Monthly reconciliations
    • Profit & loss and balance sheet
    • Email support, next-day replies

    Total$300a month

    Start with Essentials

  • Most popular

    Growth

    Up to 250 transactions a month

    • Up to 5 accounts
    • Everything in Essentials
    • Invoicing & bill pay (30 a month)
    • Cash flow report
    • A monthly 30-minute review call

    Total$550a month

    Start with Growth

  • Full Service

    Up to 600 transactions a month

    • Unlimited accounts
    • Everything in Growth
    • Payroll for up to 10 people
    • Sales tax filings
    • Quarterly planning call

    Total$950a month

    Start with Full Service

Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.

Questions

About Catch-up & cleanup, answered

Something else on your mind? Ask us anything.

How long does a catch-up take?

Most take two to six weeks, depending on how far behind you are and how quickly we can get your statements. We give you a date before we start.

More ways we can help

Let’s get your evenings back

Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.

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We reply within one business day, usually sooner.