Catch-Up Bookkeeping Services

Behind on the books?
We'll catch you up.

Months or years behind, we bring every account current, reconcile it to the penny, and hand your tax professional a clean set of books.

★ Get your books current★ Typically caught up in 2 weeks to 1 month★ Works with any major accounting software
A BooXkeeping processor
Processor
Rebuilds your missing months, oldest first.
A BooXkeeping reviewer
Reviewer
Checks every reconciled month before it reaches you.

What is catch-up bookkeeping?

Catch-up bookkeeping brings past months of unrecorded or unreconciled transactions up to date, so your books are accurate through today. BooXkeeping works oldest month first, reconciles every bank and card account, and delivers financial statements your tax professional can file from.

Read the full guide →
Signs you need it

Sound familiar?

Your books stopped months ago
A tax deadline is coming and nothing's ready
Your tax professional keeps asking for documents
Your bank or lender wants financials you can't produce
Bank feeds are broken, or "Uncategorized" is enormous
You switched bookkeepers, or yours disappeared
How it works

From behind to current in five steps

Typically 2 weeks to 1 month, assuming you give us access to everything we need. Every business is unique, so we'll give you a specific timeline on the call.

01

Free consultation

We look at where your records stop and which accounts you have.

02

Your price

You know the scope and the price before any work starts.

03

We gather statements

You grant limited, view-only access. We pull what's missing.

04

Oldest month first

We categorize, then reconcile every account, month by month.

05

Handoff

You and your tax professional get reconciled statements, with monthly bookkeeping available so it never happens again.

Pricing

What drives the cost

Every catch-up is different, so we price yours after a free consultation. These five things shape it most.

After you're caught up
Monthly bookkeeping from $295/mo

Stay current with a team that keeps your books every month.

Compare monthly plans →
01
Months behind
How far back we need to go.
02
Bank and card accounts
Each account gets reconciled every month.
03
Monthly transaction volume
More activity means more to categorize.
04
Payroll and 1099s
Payroll entries and vendor totals to record.
05
Condition of your file
Starting fresh, or untangling a messy one.
Your exact price comes after a free consultation.
What you get

Books your tax professional can file from

✓Every account reconciled to statements
✓Every transaction categorized
✓Balance sheet, P&L and cash flow for each month
✓Payroll and loan entries recorded correctly
✓1099 vendor totals
✓A list of open questions and fixes
✓A package ready for your tax professional
Deadline help

Tax deadline in weeks?

An extension buys you time to file, not time to pay. We work on what your deadline needs first, like 1099s and estimated taxes, and coordinate directly with your tax professional.

Compare your options

DIY, freelancer or BooXkeeping?

DIYFreelancerBooXkeeping
SpeedNights and weekendsDepends on their workloadTypically 2 weeks to 1 month
Reconciled to statementsIf you know howVariesEvery account, every month
A reviewer checks the workNoRarelyEvery month
Price before work startsYour timeVariesYes, after a free consultation
Support afterwardOn your ownIf they're availableMonthly bookkeeping from $295/mo
★★★★★
I was fourteen months behind and embarrassed to call anyone. They didn't judge. They started with the oldest month and had every account reconciled before my extension ran out.
Dana Whitfield
·
Whitfield Landscaping
,
Wichita, KS
★★★★★
Our books stopped when our old bookkeeper left. They rebuilt the whole year, caught two duplicate vendor payments, and handed our tax professional a clean package.
Marcus Reyes
·
Reyes Mobile Detailing
,
Orlando, FL
★★★★★
Three franchise units, three different messes. They caught up every location on the brand's chart of accounts, and our royalty reports finally match the books.
Priya Natarajan
·
Multi-unit franchisee
,
Loveland, CO
Questions

Catch-up bookkeeping FAQs

How long does catch-up bookkeeping take?

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Typically 2 weeks to 1 month, assuming you give us access to everything we need. Every business is unique, so we'll give you a specific timeline on your free consultation.

How much does catch-up bookkeeping cost?

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It depends on how many months you're behind, how many bank and card accounts you have, your transaction volume and the condition of your existing file. We price your catch-up after a free consultation. Ongoing monthly bookkeeping starts at $295/month.

How far back can you go?

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As far back as your records go, including multiple years. We work oldest month first and bring every account current through today.

What do you need from me?

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Limited, view-and-download access to your bank, card and accounting accounts, plus any statements we can't pull ourselves. We never ask you to share your passwords.

Do I have to switch to monthly bookkeeping afterward?

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No. Many clients continue with monthly bookkeeping so they never fall behind again, but catch-up stands on its own.

Can you work with my tax professional or file my taxes?

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We do bookkeeping, not tax filing. We coordinate directly with your tax professional and hand them a clean, reconciled set of books to file from.

What if I'm missing statements or documents?

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We work from your bank and card statements. If something is missing, we'll tell you exactly what to request from your bank so the books can still be reconciled.

Do you work in QuickBooks Online and Xero?

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Yes. BooXkeeping is a QuickBooks Solutions Partner and a Xero Accounting Partner, and we also work in CustomBooks, NetSuite and Sage.
Prefer a local team? Find an office near you →

Find out how far
behind you are.

And what it takes to fix it. Book a free consultation and we'll walk you through it.