Behind on the books? Start here.
Months behind, a year behind, or never really started. Catch-up work brings the record current and reconciled, without the conversation about how it got that way.
How it works
Establish where the record actually stops
The first job is finding the last month that was genuinely reconciled. Everything after that gets rebuilt from source — statements, payroll reports, and merchant records.
Rebuild forward from there
Transactions entered and coded, accounts reconciled month by month, and the balance sheet brought back into agreement with reality rather than with itself.
Get it filing-ready
The output is a set of records your CPA can work from, with the support attached. If a filing deadline is driving this, that shapes the sequence.
Then keep it current
Catch-up ends. What replaces it is a monthly close on a set date, so the same situation does not rebuild itself.
Frequently asked
We are two years behind. Is that too far?
No. Multi-year catch-up is routine. It takes longer and the sequence matters more, but the process is the same.
Do we need this before we can file?
Almost certainly. A CPA cannot file from records that were never reconciled, and reconstructing under deadline pressure is the expensive way to do it.
Is this the same as a cleanup?
Related but different. Catch-up is missing work. Cleanup is work that was done wrong. Many engagements are both.
What do you need from us?
Bank and card statements for the period, payroll reports, merchant statements, and answers on anything ambiguous.
Where to next
Want the books off your plate?
A short call, no pitch. We will tell you honestly whether we can help.
Talk to a finance pro →