Catch Up & Year-End Accounting – Handled for You

Get caught up fast - we clean your books, reconcile every account, and hand over filing-ready reports

SPEAK TO AN EXPERT
Get a quote

What's Included?

Value Adds

What you get

Chart of Accounts Setup
We design a clean, GAAP-friendly COA—or fix the one you  have, so every transaction lands in the right bucket.
Transaction Categorization
Years of bank, card, and PayPal feeds coded to the correct  accounts and classes.
Year-End Bank Reconciliations
Each bank, credit card statement matched to the penny;  uncleared items flagged for you to review.
Sales-Tax Working & Reporting
We separate taxable vs. exempt sales, calculate liability,  and prepare the return worksheet.
Year-End Tax Prep
Adjusting journals for depreciation, accruals, and owner  drawings created
Tax-Filing Reports
Trial balance, GL detail, and accountant’s copy mailed to  your tax pro in their preferred format
Financial-Statement Compilation
Clean year-end P&L, balance sheet, and cash-flow  statement—ready for bankers or investors.
Audit Preparation
Supporting docs and reconciliations bundled in a single  folder so auditors get what they need, fast.

Transparent fixed-project pricing for peace of mind

Key Features
Essential Catchup
$250
Advanced Catchup
$500
Most Popular
Custom
Catchup
Starts $750
Standard Bookkeeping
Number of transactions*Upto 500500-1000Above 1000
Smart Categorization Rules
Accounting Software Set UpBasicBasicAdvanced
Financial AuditsAnnuallyAnnuallySemi-Annually
Frequency of BookkeepingAnnuallyAnnuallyAnnually
ResourcesSharedSharedDedicated + Manager
ReportingBasicBasicAdvanced
*Number of transactions include banking transactions, credit card, LOC / any other loan facility, invoices and bills that you want to outsource in a year

Ready to catch up your books?

Schedule a Consultation

How it works?

Step 1

Secure hand off

You send bank statements and a bookkeeping file (if you have one). We map the missing pieces and set timelines

Step 2

Rebuild & Reconcile

Our team cleans the books, tags transactions, and runs the year-end close.

Step 3

Final hand off

You receive a tidy financial package plus a checklist for your tax preparer

Certified Professionals You Can Trust

Our team is certified and stays updated with the latest accounting trends and technologies

Trusted by Leading Accounting Softwares

We work with and are certified by industry-leading software to enhance your business accounting

Buried in years of bookkeeping backlog?

Start my catch up
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