Services
Catch-Up Bookkeeping Services in Menifee, CA
Months or even years behind? We work through your past bank and credit card statements and bring your books current, so you can file on time, apply for a loan or finally know your numbers.
When you need it
Signs your books need catching up
- Your accounts haven't been reconciled in months
- Receipts and statements are piling up
- Your CPA is waiting on numbers to file
- You need financial statements for a loan or lease
- You're not sure if the business made a profit last year
What catch-up bookkeeping covers
We rebuild your records month by month until everything matches your bank. If your transactions are already entered but messy, a QuickBooks cleanup may be the better fit.
Gather your records
Bank and credit card statements, invoices, receipts and any past reports you already have.
Rebuild and reconcile
Every transaction categorized and every account reconciled, one month at a time.
Bring you current
A clean profit and loss statement and balance sheet up to your latest month.
How we get you caught up
Free review
Tell us how far behind you are and which accounts you have.
Clear quote and timeline
We quote based on the number of months and how many transactions you have.
Caught up and current
Once you're current, you can switch to monthly bookkeeping so you don't fall behind again.
Catching up your books vs. filing back taxes
Catch-up bookkeeping gets your records accurate. If you have unfiled tax returns, a CPA, enrolled agent, attorney or CTEC-registered tax preparer will still need to prepare and file them. We give them clean, reconciled books to start from.
Catch-up bookkeeping FAQs
How far back can you catch up my books?
As far back as you need, as long as your bank and credit card statements are available. Most banks let you download past statements online.
How long does catch-up bookkeeping take?
It depends on how many months are behind and how many transactions you have. We'll give you an estimated timeline with your quote.
What if I'm missing receipts?
We start from your bank and credit card statements, which show every transaction. We'll ask you about anything we can't identify.
Can you keep my books current after you catch up?
Yes. Many businesses move to monthly bookkeeping once they're caught up, so they don't fall behind again.
Stop putting off your books
Tell us how far behind you are and we'll send a free, no-obligation catch-up quote.