Catch-Up Bookkeeping
(Up to 9 Months)
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This is a one-time service, completed any time during the current year
1. Catch-up bookkeeping
2. Account Reconciliation
3. Financial reporting
4. Tax Season Preparation
5. Sales Tax Review (if applicable)
6. Expense Review & Categorization
7. Asset & Loan Tracking
8. Consultation & Support
9. Document Organization
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Flat rate per Month: Starting at $95-$25,000 depending on complexity of business
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Remote Bookkeeping: QuickBooks online only
What is Catch - Up
Bookkeeping for?
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It’s not for regular monthly maintenance.
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It’s for fixing problems, catching up on missed months, and preparing books for tax filing, audits, loans, or transitions.
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Your financial reports don’t make sense or don’t match your bank accounts
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This is a one-time service, completed any time during the current year
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Catching on any missed months up to current month.
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You’ve tried to DIY your bookkeeping and now things are out of order
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You recently changed bookkeepers or accounting software, and things got messy
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You’ve received an IRS notice and need to verify or correct your records
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You’re applying for a loan or grant that requires accurate financials
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Your Chart of Accounts is a mess, or categories have been used inconsistently