Catch-up bookkeeping for small businesses
If you're months behind on your books, you're not the only one. When you run a small business, the work comes first, and the bookkeeping waits until things slow down. Then the slow season fills up too. We catch your books up month by month in QuickBooks Online, then keep them current every month after that.
From Landon
“When I was running Fields For Fields, I was so stuck on figuring out whether I was even profitable that I couldn't really focus on growing my business.”
Landon Fields, founder of VenduralCommon problems in books that have fallen behind
Personal and business spending on the same card
We sort it out line by line, and anything we can't tell from the statement comes back to you as a question instead of a guess.
Customer payments never matched to invoices
QuickBooks ends up showing money as owed that was already paid, or paid when it wasn't.
A pile of uncategorized transactions
Months of bank feed activity sitting in "Uncategorized" or "Ask My Accountant".
Duplicates
The same payment entered by hand and pulled in again by the bank feed.
Accounts that were never reconciled
The QuickBooks balance doesn't match the bank, so none of the reports can be trusted.
Supplier and subcontractor payments with no clear category
The money went out, but the books don't show what type of expense it was.
Books up to date but still wrong? See QuickBooks cleanup.
How a catch-up works
- 01
Get your price, then book a call.
Get your price in 2 minutes, then book a quick 30-minute call to get set up.
- 02
Send your statements.
Bank and credit card statements for every month you're behind. If you already use QuickBooks Online, give us accountant access to your file; if not, we'll set one up for your bookkeeping at no extra cost while you're a client. We never ask for your bank login.
- 03
We work through it month by month.
Every transaction categorized, every account reconciled, and questions sent to you rather than guessed.
- 04
You get caught-up books.
A profit and loss statement and balance sheet you can hand to your tax preparer or your lender.
- 05
The monthly plan keeps you current.
After the catch-up, each month's books are closed within the first ten business days of the next month.
What a catch-up costs
Catch-up is a one-time fee: $199 for each month behind on Starter, $349 on Growth and $599 on Established. Custom is priced on the call. For example, four months behind on Starter is 4 × $199 = $796, one time. You'll see an estimate when you get your price, and we confirm it on a quick 30-minute call before anything is billed.
Pricing
Simple monthly pricing
Starter
$249 per month
Catch-up: $199 per month behind. No hourly billing.
- Up to 150 transactions a month
- Cash-basis books, one business
- Every transaction categorized and every account reconciled
- Books closed every month, within the first ten business days
- A short monthly review list, so you only check the transactions that need you
- Profit and loss and balance sheet with a plain-English summary
- Questions come by text or email, and a few words back is enough
- One setup call, then no meetings to schedule
- No QuickBooks Online yet? We set it up for you at no extra cost
Custom: more than 500 transactions a month, or more than one business? We'll price it on the call.
Get my priceIf your books are behind, catch-up is a one-time fee per month behind: $199 on Starter, $349 on Growth and $599 on Established. Custom is priced on the call. You'll see your estimate in 2 minutes, and we confirm it on a quick 30-minute call before anything is billed.
How long does it take?
It depends on how many months you're behind and how quickly the statements come in. We'll send you a timeline once we've reviewed your books.
What we need from you
- Bank statements for every month you're behind, for every business account
- Credit card statements for the same months, for every card used for the business
- If you already use QuickBooks Online, accountant access to your file. If not, we'll set one up for your bookkeeping at no extra cost while you're a client. Bringing past records over from other software is quoted as catch-up.
FAQ
Ready for clean books?
Get your price in 2 minutes, book a 30-minute call, then finish sign-up online in a few minutes.
Get my price