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Catch-up Bookkeeping

Behind on your books? We’ll clean them up and get you back on track, fast.
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Happy business owner with thumbs up on front of a computer .jpg
<< Before IFS
After IFS >>

This service is for you if...

  • You’ve fallen behind and need to catch up on months (or years) of records.

  • You’re preparing for tax filings, funding, or audits.

  • You want a clean slate before moving into monthly bookkeeping.

Our Catch-up Solutions Include...

Behind on your books? We’ve got you covered.
 

Whether you’re a few months behind or several years, our catch-up bookkeeping services are designed to help you get back on track with clean, organized financials. 

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Our team will create a custom plan to help you get caught up, cleaned up, and ready to move forward with clarity.

  • Recording past income and expenses to get you current

  • Bank, credit card, and loan reconciliations

  • Backdated bookkeeping

  • Historical cleanup and error correction

  • Financial statements for taxes or lenders

  • Coordination with your CPA

  • Clean, organized books delivered with care (and zero judgment)

Frequently Asked Questions 

Pricing depends on how many months you’re behind and how complex your accounts are. We’ll provide a clear, custom quote after your discovery call.

>>  How much does catch-up bookkeeping cost?  <<

Most catch-up projects are completed in 3–6 weeks once we have everything we need, depending on how far behind you are and how complex your books are.

>>  How long does catch-up bookkeeping take?  <<

No, but most clients do, since it keeps everything running smoothly going forward.

>>  Do I have to sign up for Monthly Bookkeeping afterwards?  <<

If you’re more than one month behind, catch-up is usually the right place to start, whether it’s a few months or a few years, we can help.

>>  How far behind do I need to be to need catch-up services?  <<

Never! We’ve helped businesses clean up several years of overdue bookkeeping. No shame, no stress, just clean, accurate records.

>>  Is it too late to fix my books?  <<

We'll need access to your bookkeeping software (or help you set it up), your bank and credit card statements, prior year reports, and other relevant documents.  Don't worry, our team will guide you through the process.

>>  What do you need from me to get started?  <<

We don’t file year-end taxes, but we’ll prepare your books so your accountant has everything they need. We’re happy to coordinate with them directly.

>>  Can you also file my taxes?  <<

That’s what we’re here for. We specialize in cleaning up messy books. No judgment, just clean, organized financials you can trust.

>>  What if my books are a mess?  <<

How Does It Work?

1

Assessment

We assess the backlog and create a customized plan.

2

Clean up

Our team cleans up, reconciles, and organizes your records.

3

All Set

You walk away with clean books and a clear financial picture.

Let’s Clean Up Your Books

Messy financials don’t have to hold you back. We’ll fix the past so you can focus on the future.
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