How AI helps
We use AI to sort older transactions and find the invoices and receipts that go with them.
Prepared with AI. Checked by us.
Catch-up bookkeeping
When your clients fall behind, we help them catch up. We work through the missing months, organize transactions and reconcile the books for your firm to review.
What we do
- Record and categorize overdue transactions
- Match supporting invoices, receipts & payments
- Reconcile historical bank & card statements
- Prepare monthly P&L and balance sheet reports
- List missing records and questions for review
Getting your books up to date
What we check
We check the entries and reconcile each month against your bank and card statements.
What you receive
Books completed for the months we agreed on, financial reports and a list of anything still missing.
How it works
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Book a call
Tell us how far behind the client books are and which deadlines matter.
Book a callWhat is catch-up bookkeeping?
Catch-up bookkeeping completes overdue bookkeeping for periods that have not been kept current. We record and categorize transactions, reconcile accounts and prepare monthly reports for the agreed periods.
How is this different from cleanup?
Catch-up bookkeeping completes a backlog of unrecorded work. Cleanup investigates and corrects problems in existing records, such as duplicate entries or unsupported balances. If your client needs both, we agree the combined scope before starting.
How many months can you catch up?
We can scope several overdue months or prior years after reviewing the transaction volume and available records. The schedule is agreed with your firm.
What if some records are missing?
We identify missing statements and supporting documents and send specific questions. Unresolved items are listed for your review.
Can you continue with monthly bookkeeping?
Yes. Once the agreed backlog is complete, we can agree an ongoing monthly bookkeeping workload.
How is catch-up bookkeeping priced?
We quote the project based on the outstanding periods, transaction volume, accounts and condition of the records. Book a call to discuss your client’s backlog.