Catch Up Bookkeeping
*Limited spots available
NY Chamber Special!
Everything included:
Standard Financial Reports
Standard financials included in your report: Profit and Loss, Balance Sheet, and Cash flow
Small Business Friendly
No more worrying year end about what to send to your CPA or having to pay CPA prices for bookkeeping work.
Custom Report date
We will work together to customize a report date that works best for your fiscal and/or calendar year!
No QBO account? No problem!
If you don't already have a QBO or Xero account, we'll provide a free QBO ledger account for your project duration.
CPA Collaboration
We also will happily work directly with your CPA on financial/tax questions to save you time and hassle.
Fast Turnaround!
We specialize in quick and accurate catch-up services - depending on the size of your account, a years worth of catch-up can be completed in as little as 2-6 weeks.
Friendly Support
Our dedicated team is always ready to answer any questions, ensuring you have a clear understanding of your data.
How it works:
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Reserve your spot
We have a limited number of openings each year - once you're signed up, we'll work together to create a custom, guaranteed report date based on your calendar and/or fiscal year needs.
Collaboration
Your bookkeeper will help to connect your accounting software, gather any required documents and get to know your business.
Report Day
On your report date, you'll receive your first initial report, ready for your review and feedback before we prepare the final report.
Frequently asked questions
Not quite sure if you fit the plan or need a little extra help? Feel free to reach out to us with any questions.
Visit our Knowledgebase → or Get In Touch →
Do you offer discounts for non-profits or start-ups?
Yes – qualified companies may be eligible for a special discount for the first year. Contact us to see if you qualify.
Are there limited spots available?
Yes - we limit the spots available each year to make sure we can provide quality reporting.
Will I get to make revisions?
Yes! You will receive an initial report on your custom report date where you can provide feedback and any updates before your final report is prepared and closed.