Catch-Up Bookkeeping Services

Catch-up bookkeeping brings financial records that have fallen behind up to date. Sunderland Valley Enterprises records and categorizes the missing months, reconciles each account, and delivers current financial statements you can use for tax filing, a loan, or everyday decisions.

Books that are months or years behind are a common problem for busy owners, and it can be resolved in a defined project with a fixed price.

What is included

Recording and categorizing every transaction for the months that are behind
Reconciling bank, credit card, and loan accounts for each month
A Profit and Loss statement and a Balance Sheet for the period
A list of questions and items for your CPA
A plan to keep the books current going forward

Who it is for

Owners facing a tax deadline with incomplete books
Businesses that have not reconciled in several months
Companies that need current financial statements for a lender or investor

Tell us how far behind you are
30 minutes, no cost, with Jackie directly.

Book a Free 30-Minute Call

How it works

Tell us how many months are behind and how many accounts you have.
We confirm the scope, the price, and the delivery date.
We bring the books current and reconcile each month.
You receive financial statements and a summary for your CPA.

Need the books rebuilt for a legal matter? We also provide bookkeeping and financial reconstruction for attorneys, including divorce and probate and estate cases.

Frequently asked questions

How far behind can my books be?

We take on projects ranging from a few months to several years. The approach is the same, and the scope reflects the number of months and accounts.

What do you need from me to get started?

We need access to your accounting file, bank and credit card statements for the period, and your most recent tax return or year-end financial statements.

Can you finish before my tax deadline?

In many cases, yes. Share your deadline when you contact us so we can confirm the timeline before work begins.

What is the difference between catch-up bookkeeping and a cleanup?

Catch-up bookkeeping records months that were never entered. A cleanup corrects records that were entered with errors. Many projects involve some of each.

What happens after my books are current?

Most clients continue with monthly bookkeeping so the records stay accurate and up to date.

Tell us how far behind you are

30 minutes, no cost, and you will speak with Jackie directly.