If your bookkeeping has fallen behind, you’re not alone. It’s one of the most common situations I see with new clients.
The Catch-Up Process
Gather all bank and credit card statements. Review the current state of books. Categorize and reconcile every transaction month by month. Resolve duplicates and errors. Prepare accurate financial statements for each period.
What You Need to Provide
Read-only access to bank and credit card accounts, access to accounting software if you have one, any invoices and receipts, and your most recent tax return.
How Long It Takes
6-12 months of catch-up typically takes 1-3 weeks. I provide a fixed quote based on scope.
Transitioning to Monthly
Once catch-up is complete, we transition to monthly bookkeeping to prevent recurrence. Monthly service is significantly less expensive than periodic cleanups.
Disclaimer: The information provided is for general educational purposes only and does not constitute tax, legal, or investment advice. This content is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Tax outcomes depend on your specific facts and circumstances. Viewing this material does not create a CPA-client relationship. Personalized advice is provided only through a signed engagement letter.
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