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QuickBooks Catch-Up

Months behind on the books? Let's catch you up.

It happens to almost everyone. A busy season turns into a busy year, and the books sit.

I catch them up from your bank and card statements, month by month, until the file is current. Every month I enter gets reconciled to the statement, so you don't end up current and wrong.

What I need from you

Statements for every bank, card and loan account for the months that are missing. Payroll reports, if you have payroll. Answers when I ask about something I can't tell from the statement. I ask; I never guess.

What you get

Books that are current, with every account matching the bank. A Profit and Loss and a Balance Sheet for the period. A written list of anything I couldn't place.

After that

Monthly bookkeeping keeps you from falling behind again. It's its own agreement, and you don't have to decide on it until the catch-up is done.

Questions

How far back can you go?

As far back as we agree on. The period is written in the agreement before I start.

Do I need every receipt?

Statements first. I'll ask about the ones I can't work out.

Want to see how far behind you really are?

Book the Free Diagnostic

Ink & Crucible

A short note from me, now and then.

Money, books and running a small business in Hawaii, in plain words.

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It costs nothing to find out where your books stand.

I go through your QuickBooks and show you what I find, whether or not you hire me. If your books are clean enough, I'll also show you a few quick moves that could put more money in your pocket.