Get Back on Track with your Finances
Behind on your Books — or never started? To begin with, we’ll get your finances organized and back on track. Next, catching up on your accounting is crucial to avoid losses, and the earlier you address the issue, the better.
However, it’s time‑consuming and often pulls you away from running your business. That’s why, in the end, we make it simple: we’ll update your books so they’re accurate, compliant, and ready for tax reporting.
Bookkeeping Catch Up Services Include the following
- QuickBooks Set Up
- 1 hour QuickBooks Training
- Progress Updates
- Reconcile Credit Card Accounts
- Income Recording
- Expense Recording
- Reconcile Bank Accounts
- Scheduled Payment Plan
- Payroll Reconciliation
- Debt Balance Reconciliation
- Financial Statements
- Tax Ready Books
1. Review & Access
First, we’ll take a look at your QuickBooks. Next, we’ll provide a clear cleanup quote. Then we will ask for your financial data.
2. Record & Reconcile
First, all transactions are recorded. Then, we reconcile the transactions against bank, credit card, or loan statements.
3. Tax Ready Books
We handle the numbers — income, expenses, assets, and liabilities — so you can file with confidence.
FAQs
What to Expect during a catch up?
Throughout the catch‑up process, we meticulously review and categorize older transactions. As we move forward, we gradually progress toward the present. In addition, our focus is to address overlooked tasks and rectify any accounting discrepancies. Ultimately, this ensures your books are accurate, complete, and ready for confident decision‑making.
I just have a question about quickbooks, can you help?
Yes! Go to ecquickbookstraining.com and set up a time to meet with me for a 1-on-1 QuickBooks Training.
How Much does it coST?
To begin with, your cost depends on how long you’ve ignored your books and how disorganized your records are. In addition, the size of your business and the complexity of the catch‑up work determine the total. On average, our clients pay around $3,500 per year for catch‑up services.
Next, schedule a call with us so we can review your situation together and decide exactly how many months need updating. Finally, once we catch up your books, we take over your monthly bookkeeping to keep everything current—so you never fall behind again.