Sample workflow — not a specific client’s data
A real catch-up summary
The month-by-month summary you receive when your books are back to current.
Behind on bookkeeping
Behind on bookkeeping in QuickBooks? Here's the fix.
Being behind on bookkeeping means months of unentered or unreconciled QuickBooks transactions piling up until reports and taxes are unreliable. The fix is catch-up bookkeeping — every missing month entered and reconciled back to current, usually one to three weeks, at a fixed scope.
- Free, read-only review first
- No judgment, just a plan
- A senior specialist, not a pool
Which do you need?
Start with how far behind you are
Start here
How far off are your books?
A FEW MONTHS BEHIND
A YEAR OR MORE
Catch-up + cleanup
Enter the missing months, then correct what was recorded wrong along the way.
See QuickBooks cleanup
FILE IS A MESS OR BROKEN
Rescue first
Diagnose and stabilize the company file before any catch-up begins.
See QuickBooks rescueRead this as text
- A FEW MONTHS BEHIND: Catch-up — Enter and reconcile the missing months and you're current again.
- A YEAR OR MORE: Catch-up + cleanup — Enter the missing months, then correct what was recorded wrong along the way.
- FILE IS A MESS OR BROKEN: Rescue first — Diagnose and stabilize the company file before any catch-up begins.
How you can verify us
How we work
Every missing month entered and reconciled to the statement. Read the method.
Read the reconciliation referenceResponse commitment
A real specialist replies within one business day, in writing.
Remote-first, nationwide
Mon–Sat · 8am–6pm CT
We work entirely remote — secure read-only access to your file, screen-share whenever you want to watch, and every month documented in writing.
- Texas
- Florida
- California
- New York
Questions about being behind
How far behind is too far?
There's no point that's too far — a few months or several years, we take it on. How far behind you are drives the scope and timeline, not whether it can be fixed. We tell you both after a free review.
Is this cleanup or catch-up?
Catch-up enters months your books never recorded; cleanup corrects months that were recorded wrong. Being behind is usually catch-up, but a long gap often needs some cleanup too. We scope both up front, so nothing is double-counted.
My taxes are already late — can you still help?
Yes. Catch-up brings each missing month to reconciled, so the year can be filed. Tell us the deadline and we sequence the work to meet it, and hand your preparer numbers they can rely on.
Will you judge my books?
No. Falling behind is one of the most common reasons people call us, and it's rarely anyone's fault — the work just piled up. We look at the file, tell you what it needs, and get it current. No lectures.
How fast can you get me current?
Most catch-ups run one to three weeks. The drivers are how many months are missing, how many accounts are involved, and transaction volume. The timeline is committed in the fixed-scope quote before any work starts.