Catch-Up Booking
Clean books, fast without the panic.
Historical bookkeeping cleanup, reconciliation, and missing data recovery so you can file taxes and make decisions with confidence.
Financial cleanup
Corrected reports
Tax-ready package
Process handoff
The challenge
What's slowing you down
Common pain points we resolve every day.
Messy records
Months (or years) of unreconciled transactions piling up.
Missing transactions
Bank feeds out of sync, gaps in your ledger.
Tax season panic
Behind on filings and chasing receipts at the last minute.
Audit anxiety
Records too disorganized to defend if anyone asks.
Our solution
Forensic reconciliation done right
We rebuild your books from the source data — bank, credit cards, payment processors — and reconcile every account to the dollar.
When we’re done, you’ll have tax-ready financials, an accurate balance sheet, and a clean foundation to build on.
- Multi-year cleanup capability
- Bank & credit reconciliation
- Chart of accounts rebuild
- Tax-ready financial statements
What you receive
Financial cleanup
All transactions categorized and reconciled.
Corrected reports
P&L, balance sheet, cash flow accurate as of close.
Tax-ready package
Hand-off-ready file for your CPA.
Process handoff
Documented workflow to stay caught up.
Deliverables
What you receive
Accurate Financial Reporting
Forensic precision on every reconciliation.
AI-Driven Insights
Numbers translated into next moves.
Faster Decision Making
Real-time dashboards, on demand.
Expert CFO Guidance
Strategic leadership at fractional cost.
From chaos to clarity
Audit
Assess scope and identify gaps.
Rebuild
Reconcile bank, card, and processor data.
Verify
Cross-check every account to source.
Deliver
Tax-ready financials and handoff.
Transparent Pricing (The "No-Surprises" Policy)
We hate hourly billing as much as you do, but for cleanup it’s the only fair way
$75
/ hourNote: Once your books are clean, we’ll transition you to a Predictable Flat Monthly fee if you need ongoing help. Or you can take it from here.
- Bank & credit card reconciliation
- Missing receipt recovery
- CPA handoff support
- Balance sheet cleanup
- Tax-ready financials
- Payroll reconciliation
Frequently asked questions
We routinely clean up 3+ years of history.
Most engagements complete in 2–4 weeks depending on transaction volume and complexity.
Read-only access to bank, credit, and accounting systems. We handle the rest.
We prepare tax-ready financials and coordinate directly with your CPA.