Behind on the Books? We Will Get You Current.
Catch-up bookkeeping services
Whether you are three months or three years behind, CFO Suite reconstructs your books quickly and accurately — no judgment, no lectures, just clean, tax-ready financials and a fresh start.
Get current, stay current
Falling behind on bookkeeping is one of the most common — and most stressful — problems business owners face. Every month that passes makes the pile look bigger, tax deadlines feel scarier, and the numbers harder to face. Here is the good news: catching up is a well-defined process, and it is exactly what we do.
Our catch-up bookkeeping service starts by gathering your bank statements, credit card statements, and any records you have — even if that is not much. From there, we reconstruct and categorize every transaction for the missing periods, reconcile every account month by month, and produce accurate financial statements for each year that needs them.
Catch-up work matters most at tax time. Complete, accurate books for prior periods mean you can file overdue returns, respond to notices, and capture every deduction you are entitled to instead of estimating — which almost always costs you money. We coordinate directly with your tax preparer, or pair the catch-up with our own tax strategy service.
Once you are current, we make sure you stay that way. Our monthly bookkeeping service and automated systems — bank feeds, receipt capture, cloud accounting — mean the pile never builds up again. Most clients tell us the biggest change is the relief: the books are simply handled.
What’s included
Catch-Up Bookkeeping at a glance
- Catch-up for any timeframe — months or multiple years
- Transaction reconstruction from bank and card statements
- Complete reconciliation for every missing period
- Tax-ready financials for current and prior years
- Judgment-free, confidential process
- Systems and monthly service to stay caught up
Our catch-up process
Scope the Backlog
A short consultation establishes how far back we go and what records exist — then we quote a flat fee.
Gather Documents
We collect bank and card statements directly and securely; missing records are no problem.
Reconstruct & Categorize
Every transaction for every missing month is entered and categorized correctly.
Reconcile & Deliver
Accounts are reconciled period by period and you receive complete, tax-ready financials.
Stay Current
We transition you to monthly bookkeeping with automation that keeps the backlog gone forever.
What you can expect
- • Flat, up-front monthly pricing
- • A dedicated team that knows your business
- • Books closed on schedule, every month
- • Plain-English reports and insight
- • Secure, confidential data handling
Tools we work with
- • QuickBooks Online & Xero
- • Automated, encrypted bank feeds
- • Secure cloud document sharing
- • Payroll & payment integrations
- • Real-time financial dashboards
FAQ
Frequently asked questions
Common questions about catch-up bookkeeping
There is no practical limit. We regularly reconstruct one, two, or several years of books. The process is the same — gather statements, reconstruct transactions, reconcile each period — it just scales with the timeframe.
No. Bank and credit card statements provide the backbone of reconstruction, and we can retrieve most of those electronically. We will flag anything that genuinely needs your input and keep that list as short as possible.
Most catch-up projects complete within a few weeks, depending on volume and how many periods are involved. If you have a tax deadline looming, tell us — we prioritize deadline-driven work.
Yes — this is one of the most common reasons clients come to us. We produce complete, accurate financials for each unfiled year so returns can be prepared correctly, and our tax strategy team can help you plan the path forward.
Pricing depends on transaction volume and the number of months involved. After a quick review of your accounts, we provide a flat project quote — no hourly meters, no surprises.
Ready to hand off your catch-up bookkeeping?
Schedule a free consultation and get a flat, up-front monthly quote for catch-up bookkeeping — professional, white-glove service you can relax into.