Catch-Up Bookkeeping Services

    Whether you are three months behind or three years behind, we get your books current, accurate, and tax-ready. Our team reconstructs your financial history from bank statements, credit card records, invoices, and receipts. We reconcile every account, clean up your QuickBooks or accounting software, and deliver complete financial statements so you can file your taxes, apply for a loan, or simply understand where your business stands financially.

    What's Included

    Historical bank and credit card reconciliation
    Transaction categorization for all prior periods
    QuickBooks or Xero cleanup and correction
    Accounts receivable and accounts payable reconstruction
    Duplicate and miscategorized transaction correction
    Undeposited funds and suspense account clearing
    Payroll entry reconciliation to payroll reports
    Fixed asset register creation and depreciation schedules
    Complete income statements and balance sheets for all catch-up periods
    Year-end adjusted financials ready for tax preparation
    Transition to ongoing monthly bookkeeping

    Who This Is For

    Business Owners Behind on Books

    Life got busy and bookkeeping fell to the bottom of the list. Now you have months or years of transactions sitting in bank feeds and shoeboxes. We take the entire backlog off your plate and deliver clean, organized financials.

    Businesses That Need to File Taxes

    Your CPA needs a profit and loss statement and balance sheet to prepare your return, but your books are incomplete or nonexistent. We produce tax-ready financials for the specific years you need to file.

    Companies Recovering from a Bad Bookkeeper

    Your previous bookkeeper made errors, left reconciliations incomplete, or disappeared mid-year. We audit the work that was done, fix what is wrong, fill in what is missing, and bring your books to a reliable state.

    Businesses Seeking Financing

    You are applying for an SBA loan, line of credit, or investor funding and the lender requires two or three years of financial statements. We prepare accurate historical financials that meet lender requirements.

    Our Process

    1

    Scope Assessment

    We review your bank statements, existing accounting file, and the periods that need to be caught up. You receive a clear timeline and fixed quote so you know exactly what the engagement will cost and when your books will be current.

    2

    Document Collection

    We request read-only access to your bank and credit card accounts, connect to your payroll provider, and gather any available invoices, receipts, or contracts. The more documentation you can provide, the more accurate the result, but we can work with bank and credit card data alone if that is all that is available.

    3

    Reconciliation & Cleanup

    Our team works through each month systematically: reconciling bank and credit card accounts, categorizing every transaction, correcting prior errors, clearing suspense accounts, and matching payments to invoices. Each month is fully reconciled before we move to the next.

    4

    Financial Statement Delivery & Handoff

    We deliver complete income statements and balance sheets for every catch-up period and walk you through the results. If you are transitioning to ongoing bookkeeping with us, the handoff is seamless since your books are already in our system and fully current.

    Why Choose Your Virtual CPA

    Fixed-price engagements based on transaction volume and complexity, not hourly billing
    Experience cleaning up books that are one month to five or more years behind
    We work in QuickBooks Online, QuickBooks Desktop, Xero, and FreshBooks
    Tax-ready financials that your CPA can use immediately for return preparation
    Every reconciliation is reviewed by a senior accountant for accuracy
    Seamless transition to ongoing monthly bookkeeping once catch-up is complete

    Frequently Asked Questions

    Serving the DMV and Beyond

    Available in Washington DC, Maryland, Virginia, and all 50 states.

    Ready to Get Started?

    Schedule a free consultation to discuss your catch-up bookkeeping needs.