Catch-Up Bookkeeping
2 min read
What a Preparer Needs From Behind Books
A preparer with a deadline needs books that tie to the statements, a gap report, and a written reason behind the judgment calls. They still file the return.
White-Label and Outsourced Bookkeeping
Practical guidance for CPA firms on delivery models, catch-up reconstruction, staffing, and building capacity without the hiring headache.
- Catch-Up Bookkeeping2 min read
Several Years Behind on Bookkeeping
Several years behind is a reconstruction, scoped by years and accounts. The only published fee is a $499 diagnostic. The rebuild is a fixed quote.
- Catch-Up Bookkeeping3 min read
Bookkeeping Cleanup From Bank Statements
A bookkeeping cleanup that starts from bank statements can be checked. A cleanup that starts from memory cannot.
- Catch-Up Bookkeeping3 min read
Catch-Up Bookkeeping: What to Gather First
Catch-up bookkeeping starts with the statements, not a story about the year. Here is the stack to send before anyone quotes the rebuild.
- Catch-Up Bookkeeping4 min read
Owner Draws and Personal Cards on Reconstructed Books
Mixed-use cards and owner transfers are where catch-up files usually break. Here is how I treat draws, personal spend, and missing memos so the books stay honest.
- Catch-Up Bookkeeping4 min read
What Happens After the $499 Diagnostic
The diagnostic is a read-only review, not the rebuild. Here is what you actually receive, what the $499 credits toward, and what does not start until you approve a number in writing.