Months or years behind? We bring everything current — recorded, reconciled and ready for tax filing — with the scope and a one-time price agreed before any work begins. We work with businesses in Los Angeles and across the country — statements and questions move online, so location never slows the cleanup.
Catch-up bookkeeping records, categorizes and reconciles every transaction for the months or years that were never done, so the books match the bank and can be relied on. What it costs and how long it takes →
If books exist but can’t be trusted — duplicates, uncategorized entries, balances that don’t match the statement — we clean them up rather than start over. Cleanup vs catch-up, explained →
We work in the software you already use, including QuickBooks Online cleanup, or set up a clean file if you have nothing yet.
Every account is tied out month by month, so the numbers hold up if the IRS or the Franchise Tax Board asks.
A profit & loss and balance sheet for each period, ready for your business tax return.
Once current, the books move into monthly bookkeeping or back to you — your choice.
An accurate business tax return needs books for the year. Catch-up comes first; the return follows. Unfiled returns help →
A bookkeeper left, the software subscription lapsed, or the year simply got away from you.
A notice about a missing return or mismatched income needs numbers you can stand behind. We handle the books and the IRS response together.
Moving to a new bookkeeper, or from spreadsheets to QuickBooks, is the moment to get the history right.
Lenders and buyers ask for clean financials for prior years, not estimates.
Late-filing and late-payment penalties, plus interest, grow every month a return stays unfiled.
Without records, expenses are missed or can’t be supported, and the return overstates what you owe.
Cash, margins and estimated taxes are unknown, so problems surface late.
Statement access, receipts and memory all fade. Each extra year adds work.
The IRS and the FTB match income reported to them; silence doesn’t stop a notice.
Banks and investors won’t move on numbers that aren’t there.
We look at how far behind the books are, how many accounts are involved and what the books will be used for, then agree the scope and a one-time price.
You send bank and card statements and the other items on our list. We confirm when everything has arrived.
Every transaction is recorded and categorized. Open questions are collected and asked in batches, not one at a time.
Each account is reconciled to its statements, period by period, until the books match the bank.
You get the financials and a walkthrough of what we found, so nothing in the return is a surprise.
The books go to the team preparing your return, then into a monthly plan or back to you.
Every account the business uses, for every month in the catch-up period.
Loan schedules, payment processor reports (Stripe, Square, PayPal) and payroll summaries.
Invoices, receipts for larger purchases, and any spreadsheets or software files you already keep.
The last return filed, plus access to your current QuickBooks, Xero or spreadsheet file if there is one.
How the business is taxed and who the owners are, which shapes how the books are set up.
Catch-up bookkeeping is scoped individually and quoted before work begins. There is no fixed list price because no two backlogs are alike. See how it sits alongside monthly plans on the pricing page.
How many months or years are behind, how many accounts and transactions are involved, whether existing books need cleanup, and what condition the records are in.
Most engagements take a few weeks once documents are in, but it depends on the length of the period and how quickly statements arrive. You get a realistic estimate at scoping and updates as we go. We don’t guarantee a turnaround.
Once caught up, monthly bookkeeping starts at $399/month so the backlog never comes back.
Clean books feed straight into Schedule C, partnership, S corporation or C corporation returns prepared by the same team. Business tax preparation →
If unfiled years or an IRS letter started this, we handle the bookkeeping and the response together. IRS resolution →
Move into a monthly plan so the books never fall behind again. Monthly bookkeeping →
You get a clean, reconciled file you can keep in-house.
As far back as you have statements. Most catch-up work covers one to three years; longer periods are scoped the same way, just with more months.
No. We work with QuickBooks Online, Xero and spreadsheet-based books, and we can set up a clean QuickBooks file if you don’t have one.
Yes. Catch-up bookkeeping is usually the first step before a business return, and the same team prepares the return once the books are current.
Most banks provide several years of statements online or on request. We’ll tell you exactly which months are missing and how to get them.
No. It’s a separate one-time project. Once your books are current, a monthly plan keeps them that way.
Answer a few questions and we’ll scope the catch-up work and give you a clear price.