Missing months shouldn’t keep you guessing about your business. We organize the backlog in your accounting software, with AI-assisted preparation and a named bookkeeper checking the work.
Get a catch-up bookkeeping quoteStart with a short enquiry. Project scope, price and timeline agreed first.
Catch-up bookkeeping rebuilds periods that were never completed. Cleanup investigates records already entered. Regular monthly bookkeeping keeps an agreed routine going after the historical work is settled. You may need more than one, but you should know which work you are paying for.
| Your situation | The starting service | What happens next |
|---|---|---|
| Several months were never recorded or reconciled. | Catch-up bookkeeping. | Assess the missing periods, then rebuild the agreed months. |
| Transactions exist, but reports or balances look wrong. | Bookkeeping cleanup. | Investigate the recorded items and agree corrections. |
| Historical records are settled; you want monthly support. | Monthly bookkeeping. | Set a repeatable month-end records and reporting schedule. |
Start by identifying the last completed month and the periods you need brought up to date. Make a list of business accounts, cards, processors and entities. Include accounts that were closed during the missing period.
If a statement or supporting document is unavailable, tell us. We will identify the limitation and discuss the next step. Your initial enquiry does not need attachments or access to your financial accounts.
We review the software, missing months, available statements and existing balances. Tell us about any important reporting dates or periods already used in a filed return.
The proposal lists periods, accounts, entities, reports, exclusions, fee and delivery milestones. We identify any cleanup needed alongside the missing work and who answers questions.
AI supports preparation; people check the records and reconcile the included accounts. Working through the periods in sequence helps identify gaps that affect later balances.
Your account manager coordinates requests for missing records. Your bookkeeper asks about unclear transactions before treating a period as complete. If a question cannot be resolved, we explain the exception.
Your named bookkeeper reviews the agreed historical work. You receive the specified books and reports, plus an explanation of outstanding items or work that needs a separate specialist.
Illustrative example · Fictional records
A fictional business has a confirmed December bank balance of $4,000 and needs January through March completed. The figures below describe bank movements only, with no outstanding items; they are not revenue, profit, a customer result or a promised timeline.
| Period | Opening / in / out | Calculated closing balance |
|---|---|---|
| January | $4,000 + $9,000 − $6,500 | $6,500 |
| February | $6,500 + $8,000 − $7,500 | $7,000 |
| March | $7,000 + $10,000 − $8,000 | $9,000 — statement not yet supplied |
The March statement is missing. The calculated $9,000 cannot, by itself, establish that March is reconciled. We request the statement and explain the dependency rather than treating the spreadsheet total as proof of completion.
Cash coming in may include transfers, loan proceeds or owner funding. Cash going out may include loan principal or asset purchases. Categories and reports require the underlying records and business context.
A six-month backlog with one account is different from several years across multiple entities and processors. We price the project after understanding the records, not from the number of missing months alone.
Statement availability, answers to questions and the condition of earlier periods affect the schedule. We agree project milestones separately from the regular monthly turnaround commitment.
If you have a tax or lender deadline, tell us at assessment. We confirm what is feasible before you rely on a date; bookkeeping completion does not guarantee a filing outcome or loan approval.
Catch-up is a finite historical project. After review, we can discuss ongoing monthly bookkeeping in your own QuickBooks, Xero, Sage or another assessed system. Monthly scope and price are agreed separately.
If the next step is tax preparation, use our small-business tax records checklist to discuss the handoff with your tax professional. Catch-up records support that conversation; this service does not prepare or file the return.
It is a project to record missing historical business activity and reconcile the agreed periods. It can cover a few months or a longer backlog, depending on the records available. The starting balance, accounts, reports and periods are confirmed before work begins.
The quote depends on missing months, transaction volume, accounts and entities, record quality and any existing issues. We assess those factors before agreeing the project fee. Ongoing monthly bookkeeping, software charges and additional cleanup are identified separately.
There is no single turnaround that fits every backlog. We agree a project timeline after reviewing the records and the questions that need answers. A missing statement, uncertain opening balance or unconfirmed transaction can delay a period; the proposal explains those dependencies.
You can provide historical statements manually through the workflow agreed during onboarding. We need complete periods for every included account, plus relevant supporting records. Connecting a bank feed does not replace the assessment of older records.
Tell us which records are missing rather than creating a replacement. We identify what other information is available and ask for business context where needed. Unresolved items are recorded as questions or exceptions; your tax preparer decides whether the evidence supports a tax position.
We assess your existing account and keep the work there when the workflow is suitable. Other systems are reviewed individually. If setup or migration is needed, it is a separate item in the proposal, not an automatic requirement for catch-up.
No tax return preparation or filing is included in this catch-up service. We can prepare the agreed bookkeeping records for your tax professional. Tell us about filing deadlines, notices and previously filed periods at assessment so tax-related decisions can be coordinated with the right adviser.
Both kinds of work may be needed. We separate recording the missing months from investigating existing entries, then explain the combined scope. See our bookkeeping cleanup service for recorded periods that need correction.
Once the historical project is reviewed and the starting point is agreed, you can discuss a separate monthly bookkeeping plan. That plan has its own fee, records schedule, reports and month-end delivery commitment.
Tell us how many months are missing, which software you use and what records you have. We’ll discuss the backlog before confirming the project scope, price and timeline.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.