CATCH UP BOOKKEEPING FOR SMALL BUSINESSES
A Big Help to Get Your Books Back on Track
Being a business owner isn’t easy, and it’s common to fall behind on your accounting. We understand. We’ll step in to organize your books, clear up any confusion, and get everything up to date. Once you’re caught up, we’ll help you stay organized with simple systems that keep your finances running smoothly.
Accurate Catch Up Bookkeeping
Reviewed by experts, built on strong bookkeeping fundamentals — so your books stay clean, accurate, and ready for growth.
Ongoing Communication
Dedicated Team
Technology Training
What is Included in Your Bookkeeping Services
Full Review and Assessment
We start by carefully reviewing your existing books to understand where things stand. From your chart of accounts to transaction categorizations, we identify what’s missing, what needs adjustment, and what can be improved — laying the groundwork for accurate, reliable records.
Full Review and Assessment
We start by carefully reviewing your existing books to understand where things stand. From your chart of accounts to transaction categorizations, we identify what’s missing, what needs adjustment, and what can be improved — laying the groundwork for accurate, reliable records.
Cleanup and Reconciliation
Next, we clean up your past entries, fix any errors, and reconcile all accounts to ensure your balances match your bank and credit card statements. Every transaction is reviewed for accuracy, so you can trust that your books truly reflect your business activity.
Cleanup and Reconciliation
Next, we clean up your past entries, fix any errors, and reconcile all accounts to ensure your balances match your bank and credit card statements. Every transaction is reviewed for accuracy, so you can trust that your books truly reflect your business activity.
Correcting and Structuring Your Books
We make sure your bookkeeping fundamentals are strong. That means correcting misclassifications, removing duplicates, and organizing your chart of accounts so your financial data is clear, consistent, and easy to maintain moving forward.
Correcting and Structuring Your Books
We make sure your bookkeeping fundamentals are strong. That means correcting misclassifications, removing duplicates, and organizing your chart of accounts so your financial data is clear, consistent, and easy to maintain moving forward.
Clear Reporting and Next Steps
Once everything is caught up, we provide a summary report outlining what was done, any key findings, and recommendations for keeping your books accurate. You’ll have a clean, organized financial foundation ready for monthly bookkeeping or year-end preparation.
Clear Reporting and Next Steps
Once everything is caught up, we provide a summary report outlining what was done, any key findings, and recommendations for keeping your books accurate. You’ll have a clean, organized financial foundation ready for monthly bookkeeping or year-end preparation.
A Clean Start for Your Books and Your Business
We bring your books up to date and sets the foundation for reliable, worry-free bookkeeping.
Sales Tax Filing (GST/HST and QST)
Year-End Support
Communicate with Your CPA
CRA Representation
QBO Discounts
What our clients say.
Making promises is easy, delivering on them is harder, and doing it consistently is a rare feat indeed. So where do we stand? We’ll let our clients tell you.
Schedule Your Free
Discovery Call
Frequently Asked Questions
What is catch-up bookkeeping?
Catch-up bookkeeping is the process of bringing your financial records up to date after falling behind. We review past transactions, reconcile your accounts, and correct any errors so your books are current and accurate.
How far back can you catch up my books?
We can go back as far as needed, whether you’re a few months behind or a few years. We’ll assess your situation and create a plan to get everything caught up efficiently and accurately.
Will you fix mistakes made by a previous bookkeeper?
Yes. During the cleanup process, we review your past entries, correct errors, and make sure your chart of accounts and reporting are set up properly. Our goal is to leave you with accurate, reliable financials.
What do you need from me to get started?
We’ll ask for access to your accounting software, bank statements, and any supporting documents. Once we have what we need, our team will handle the rest and keeping you updated along the way.
How long does the catch-up process take?
The timeline depends on how far behind your books are and how complex your accounts are. Most projects take anywhere from a few hours to a few weeks. We’ll give you a clear estimate after our initial review.
Can you help me stay on track after the catch-up?
Absolutely. Once your books are caught up, we can transition you to our monthly bookkeeping service. We’ll keep your accounts organized and accurate so you never fall behind again.