A few months behind
Life got busy and the books stopped. We rebuild the missing months.
Catch-up bookkeeping
Behind on your books? We will catch you up.
Missing months rebuilt from your bank, card and payment statements. A fixed quote before we start. A CPA reviews the finished books.
A complimentary 30-minute call with Robert O'Connor, CPA. Prefer the phone? 410-456-2433
From statements to caught-up books
No accounting software needed. We work from the records you already have.
You send
- Bank statements
- Card statements
- Payment processor statements
- Cash recordsa receipt or note for each
Every account tied out to its statements, every month
You receive
- Reconciled books for every month
- Monthly profit and loss statements
- A balance sheet
- Books ready for your tax preparer
A CPA reviews the finished books before you receive them.
Sound familiar?
Every one of these is a normal starting point.
Never kept books
No system at all. We start from your bank and card statements.
Personal and business mixed
Shared accounts are fine. We sort them with you, line by line.
No accounting software
You do not need any. There is nothing to buy, learn or log into.
How it works
Three steps, and you know the price before any work begins.
Book a complimentary call
Thirty minutes to talk through where your books are and what you need.
Get a fixed quote
Send one month of statements for each account. Your written quote lists every month covered and how the price was set.
Get caught-up books
Every month rebuilt and reconciled, reviewed by a CPA, and ready for your tax preparer.
What you get
- Reconciled books for every month covered
- Monthly profit and loss statements and a balance sheet
- A package for your tax preparer when the months cover a year end
- A short memo: months covered, accounts covered and anything still open
What we need from you
- One month of statements for each account, for the quote
- Then statements for every month we catch up
- A receipt or note for each cash payment
- Quick answers to any questions we send in batches
Statements come to us through a secure shared folder we set up for you, never by email.
Start here
Book your complimentary 30-minute call
Tell us a little about your books, then pick a time on the calendar. It takes about a minute.
- Talk with Robert O'Connor, CPA
- No obligation and no software to set up
- Your fixed quote comes after we see one month of statements
Rather talk now? Call 410-456-2433 or email [email protected].
After the catch-up
Stay current with a monthly plan, built from the balances we just caught up. Bookkeeping starts at $325 a month. See the monthly plans
Is it tax season?
Work received after the last day of the month before your filing due date may not be finished before that deadline. You and your preparer decide on any extension.
Questions owners ask
Do I need accounting software?
No. We build your books from your bank, card and payment statements. There is nothing for you to buy or maintain.
We never kept books. Can you still help?
Yes. We start from your bank and card statements. When books were never kept, or are more than 12 months behind, we quote after seeing your statements.
Our personal and business spending is mixed. Is that a problem?
No. We go through the shared accounts with you, line by line, and keep personal spending out of your business expenses.
How long does it take?
It depends on how many months and accounts are involved. Your written quote states the target, and the clock starts once your letter is signed and every statement is in.
What does my tax preparer receive?
Reconciled books and monthly statements. When the months cover a year end, a package for your preparer: the trial balance, the statements, the list of contractors you paid, a loan schedule from your lender statements, owner activity, and any open questions with our notes.
What does it cost?
Catch-up is quoted for your business from one month of statements, in writing, before any work begins. After that, bookkeeping starts at $325 a month.
Do you prepare my tax return?
Catch-up is bookkeeping, not tax preparation or tax advice. Your preparer files your return from the books we deliver.
Ready to get caught up?
Book a complimentary 30-minute call. You will know your fixed price before any work begins.
Not an audit, review or compilation, and no assurance is provided. Not tax or legal advice. Prices are quoted in writing before engagement.