Get Your Books Back on Track
Behind on your books? Haven’t kept up with QuickBooks?
When your books fall behind, it becomes harder to see where your business stands. As a result, missing transactions, unreconciled accounts, and outdated financial statements can make it difficult to track cash flow, understand profitability, and prepare for tax obligations.
That’s where we come in. We’ll work through your backlog, clean up your records, and bring your books up to date. Along the way, we’ll identify discrepancies, correct errors, and give you accurate financial information you can rely on.
Get caught up. Get organized. Get back in control.
Why Catch Up Your Books?
Falling behind on bookkeeping is easy when you’re busy running jobs, managing employees, and serving customers. However, outdated books can create bigger problems:
- Uncertainty about your true cash position
- Missing or incorrectly categorized expenses
- Unreconciled bank and credit card accounts
- Inaccurate payroll, loan, and liability accounts
- Financial reports don’t reflect what’s really happening
- Additional stress during tax season
- Limited visibility into job profitability
For trade contractors, inaccurate books can make it difficult to understand which jobs are profitable, where costs are increasing, and how your projects are affecting cash flow.
Bringing your books up to date creates a solid financial foundation and gives you the accurate information needed to make confident business decisions.
What You’ll Gain
- Tax-Ready Books
- Better Insights into Profitability
- Confidence Moving Forward
What’s Included in Our Catch-Up Bookkeeping Services
Every catch-up project is different. We’ll review your books, determine what’s missing, and customize the work based on your business’s needs.
QuickBooks Setup & Review
If your QuickBooks file needs restructuring or a fresh start, we’ll organize it properly and build a stronger foundation moving forward.
Income & Expense Recording
We’ll record and categorize missing transactions so your financial records accurately reflect business activity.
Bank & Credit Card Reconciliation
We’ll compare your QuickBooks transactions against your bank and credit card statements to identify and correct discrepancies.
Payroll Reconciliation
We’ll review payroll activity and ensure your accounting records accurately reflect payroll transactions and liabilities.
Debt & Loan Reconciliation
We’ll reconcile loans and other liabilities so your balance sheet accurately reflects what your business owes.
Financial Statement Review
We’ll review your financial reports for accuracy and identify issues that need to be corrected.
Tax-Ready Books
Once the work is complete, you’ll have organized and up-to-date financial records that can be confidently shared with your tax professional.
our process
Catch-Up Made Simple in 3 Steps
1. 🔍 Review & Assess
We begin by reviewing your QuickBooks file to identify missing transactions, unreconciled accounts, bookkeeping errors, and the period that needs to be caught up.
After the review, we’ll provide a clear project scope and fixed quote based on the work required.
Once approved, you’ll provide the necessary documents, including bank statements, credit card statements, loan statements, and payroll records.
2. 📊 Record & Reconcile
Next, we’ll systematically work through your books by recording missing transactions, categorizing activity, and reconciling your accounts.
We’ll reconcile bank accounts, credit cards, loans, and other balance sheet accounts while investigating discrepancies and correcting bookkeeping errors along the way.
3.✓ Get Tax-Ready Books
Once the catch-up work is complete, we’ll review your books to ensure everything is accurate and current through the agreed-upon period.
You’ll receive organized financial records and accurate financial statements that provide a clear picture of where your business stands.
If ongoing support is needed, we can seamlessly transition you into one of our monthly bookkeeping plans.
Why Contractors Choose Bookkeeping Dynamix
Construction businesses face unique financial challenges.
From payroll and subcontractor costs to job profitability and cash flow management, construction bookkeeping requires more than basic data entry.
With construction accounting experience dating back to 2014 and Bookkeeping Dynamix serving clients since 2018, we understand the numbers behind construction businesses and the financial information owners need to make informed decisions.
Our focus is helping trade contractors maintain accurate books, understand profitability, and build a stronger financial foundation for growth.
What Happens During a Catch-Up Project?
We’ll work backward through your books to determine what you’ve recorded, what’s missing, and what doesn’t reconcile.
From there, we’ll prioritize the areas that need the most attention, which may include:
- Reviewing payroll transactions
- Reconciling loans and other liabilities
- Investigating discrepancies
- Correcting bookkeeping errors
- Reviewing financial statements
- Bringing your books up to the agreed-upon date
Ultimately, we’re not just trying to make QuickBooks look current. Rather, our goal is to provide accurate, organized books you can trust when making financial decisions.
How Much Does Bookkeeping Catch-Up Cost?
Every catch-up project is unique.
Pricing depends on factors such as:
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- How many months or years need to be caught up
- Number of transactions
- Condition of the existing QuickBooks Online file
- Number of bank and credit card accounts
- Payroll complexity
- Loan and liability activity
- Level of cleanup and corrections required
Because every situation is different, we start with a review of your books. From there, we’ll provide a clear scope of work and a fixed project quote before any work begins.
No surprises. No guesswork. Just a clear plan to get your books back on track.
Ready to Get Caught Up?
Let’s review your books, identify what’s missing, and create a clear plan to get everything caught up and organized.