Catch-Up Bookkeeping
Get your overdue or disorganized books back on track. We reconcile past months or years of transactions, correct errors, and deliver accurate financial statements so you can move forward with clean records.
What This Is
This is for businesses where the bookkeeping has fallen behind. Maybe you got too busy and the receipts piled up. Maybe you changed bookkeepers and things got lost in the transition. Maybe you tried to handle it yourself and realized around tax time that the numbers don’t make sense.
Catch-up bookkeeping is a one-time project to get everything current. We go through the backlog, reconcile every account, categorize every transaction, and produce accurate financial statements for the entire period. Once the project is complete, you have a clean set of books ready for tax filing or ongoing maintenance.
The Assessment
The Assessment
We start by reviewing what you have and what’s missing. Bank statements, credit card records, invoices, receipts. We determine how far behind the books are and how much work it will take to get current. Then we give you a fixed project price with no surprises.
The Work
The Work
We process the backlog month by month. Transactions are matched to source documents and categorized correctly. Bank and credit card accounts are reconciled against statements. Errors are corrected and gaps are filled. You get a complete set of financial statements when we’re done.
Why This Matters
Falling behind on bookkeeping happens gradually. One busy month becomes three. Three months becomes a year. The longer you wait, the bigger the pile grows and the easier it is to keep avoiding it. Meanwhile, you’re making business decisions without accurate financial information.
Tax season turns into a crisis. Your CPA needs organized records to file your return. If you hand them a mess, they’ll either charge you extra to sort it out or tell you to get it fixed first. Either way, you’re paying a premium because the books weren’t maintained.
The Paralysis
The Paralysis
A six-month backlog feels manageable if you just had a free weekend. A two-year backlog feels impossible. The bigger the gap, the more overwhelming it becomes. Most business owners eventually reach a point where they need help just to figure out where to start.
Running Blind
Running Blind
When your books are a mess, you don’t really know how the business is doing. You check your bank balance and hope there’s enough to cover expenses. You can’t tell which services are profitable. You can’t produce financial statements for a loan application. You’re guessing instead of managing.
What Changes
You get accurate records. Every bank account reconciled. Every credit card statement matched. Every transaction categorized. You can finally see what happened during the backlog period. How much revenue came in. Where the money went. Whether you made a profit or took a loss.
The anxiety lifts. That background worry about messy books stops taking up mental space. You can answer questions from your CPA without scrambling. You can apply for financing with real financial statements. You have a clear picture of where the business stands.
Tax-Ready Records
Tax-Ready Records
Once the cleanup is complete, you have the documentation your CPA needs. Returns can be filed accurately. If there were unfiled years, those can be addressed. The risk of penalties and interest stops growing because you finally have the records to move forward.
A Clean Foundation
A Clean Foundation
Cleanup gets you to zero. From there, you can either maintain the books yourself or move into ongoing monthly bookkeeping. Either way, you’re starting from accurate balances instead of inherited confusion. The next year won’t be a repeat of the last one.
Santa Fe's Small Business Bookkeeper
The Next Step:
A Quick Conversation
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.
