Catch-Up Bookkeeping
We clean up and bring current past months or years of bookkeeping that has fallen behind. Transactions are sorted, accounts are reconciled, and your records are restored to a reliable state so you can move forward with confidence.
How It Happens
Books fall behind for all kinds of reasons. You got busy with a big project. Your previous bookkeeper left. You launched the business in a sprint and the paperwork never caught up. None of that makes you irresponsible. It just means the financial side got put on hold while you focused on keeping the business alive.
The problem is that the longer it sits, the harder it gets to untangle. Transactions pile up. Bank feeds disconnect. Vendor records go stale. What started as a few missed months can quietly become a year or more of financial data sitting in limbo. That is where we come in.
No Judgment
No Judgment
We have seen books that are three months behind and books that are three years behind. Every situation is different. We are not here to lecture you about what should have been done. We are here to get your records into a clean, accurate state so you can move forward.
A Clear Starting Point
A Clear Starting Point
Before any work begins, we review the current state of your books and outline exactly what needs to happen. You will know the scope, the timeline, and the cost upfront. No surprises halfway through the project.
What Gets Fixed
Catch-up bookkeeping is not just about entering old transactions. It involves reviewing what is already in your QuickBooks Online file, correcting miscategorized entries, reconciling bank and credit card accounts against actual statements, and making sure your financial reports reflect what really happened during those months.
In many cases, there are duplicate entries, uncategorized income, personal expenses mixed in with business transactions, or vendor records that need to be cleaned up. We work through all of it methodically until your books are accurate and current.
Transaction Review and Categorization
Transaction Review and Categorization
Every transaction that came through your accounts during the gap period is reviewed and categorized properly. We connect with you when something is unclear rather than guessing. The goal is accuracy, not just speed.
Full Reconciliation
Full Reconciliation
Each bank account and credit card is reconciled month by month against official statements. This is the step that confirms everything ties out. If there are discrepancies, we find them and resolve them before closing each period.
What Comes After
Once the catch-up is complete, you have a set of books you can actually trust. Your Profit and Loss statement shows real numbers. Your Balance Sheet is balanced. Your records are ready to hand to a CPA for tax filing or to use for loan applications, investor conversations, or simply knowing where your business stands.
Many of our clients transition into ongoing full-service bookkeeping after the catch-up is finished. That way the books stay current going forward and you never end up in the same situation again. But that is entirely your choice.
Tax Readiness
Tax Readiness
Behind books are one of the most common reasons business owners file late or overpay on taxes. When your records are caught up and accurate, your CPA can prepare the return without spending billable hours sorting through a mess. That saves you time and money.
A Fresh Start
A Fresh Start
There is real relief in knowing your financial records are in order. You stop avoiding the books and start using them. Decisions about hiring, spending, and growth become grounded in actual data instead of rough estimates and hope.
Long Beach's Trusted Bookkeeping Partner
The Next Step:
A Quick Discovery Call
Tell us where things stand with your books. We'll listen, ask a few questions, and give you a clear quote to get it handled.
