Behind on your books?
You're not alone.

Founders run out of hours before they run out of tasks. Bookkeeping is the thing that feels manageable to defer — right up until it isn't.

A bank reconciliation that takes a bookkeeper 90 minutes takes a non-accountant a full day. Multiply that by 12 months of transactions and the task starts to feel impossible. So it gets pushed. Then pushed again.

The further behind you fall, the more overwhelming it looks. The more overwhelming it looks, the longer it sits. That cycle is the real problem — not the books themselves.

We've seen everything from 3 months behind to 4 years of uncategorized transactions across multiple accounts and payment processors. No judgment. Just work.

The process is straightforward. Here's what happens from first call to clean financials:

• You connect us to your bank accounts, credit cards, and payment processors. We request statements for the period we're catching up — you don't need to organize anything first
• We categorize every transaction using your chart of accounts — no black-box categories that make sense to us but not to you
• We reconcile each account month-by-month, so every dollar ties out to your actual bank statements
• We generate month-by-month P&L and balance sheet — so you can see your actual financial position for each period
• We hand you a clean set of books plus a written summary of what we found, including any red flags, unusual transactions, or patterns worth discussing

Timeline: most catch-up projects take 2–4 weeks depending on transaction volume and how far back we're going. High-volume businesses (many transactions per month) or those with complex multi-account structures take longer. We give you a realistic timeline at the outset.

We price catch-up bookkeeping per calendar month of work to be done — not hourly. A month with low transaction volume costs less than a high-volume month. You're paying for the work, not the clock.

Most catch-up projects run $150–$300 per calendar month of backlog, depending on the number of accounts and transaction volume. A business with 2 bank accounts and 200 transactions per month is at the lower end. A business with 6 accounts, 3 credit cards, and 2 payment processors is at the higher end.

We give you a fixed quote after reviewing your accounts — before any work begins. No surprises mid-project.

Once catch-up is complete, we roll you into ongoing monthly bookkeeping under our standard Tier 1 or Tier 2 service. The transition is seamless — the same team, same systems, same chart of accounts.

If your bookkeeping backlog includes years where returns were never filed, we can help with that too — but it's a separate quote from the bookkeeping. The work is different and the timeline is different.

Unfiled returns are priced based on years and complexity — a Schedule C attached to your personal return is different from a standalone 1065 (partnership) or 1120-S (S-Corp). We don't bundle the two services into one number, because that obscures what each piece actually costs.

If you have both catch-up books and unfiled returns, we sequence the work:

• Books first. You can't prepare an accurate return without accurate books. Filing before the books are right means either guessing or delaying the filing anyway
• Returns second. Once the books are clean, the return preparation is straightforward — no hunting for numbers or reconciling differences

We can start both conversations at the same time. The sequencing is about work order, not priority. If there are penalties accruing on unfiled returns, we'll factor that into the timeline.