Falling behind on bookkeeping is common. Most of our new clients arrive with three to twelve months of unreconciled accounts. Catching up is a project, not a crisis.

What we need from you

Read-only access to your bank and card accounts, your payroll provider and any loan statements. Receipts help but are not required for most transactions.

How long it takes

A typical year of catch-up work takes two to three weeks once we have access. We quote a fixed fee up front based on transaction volume.

What you get at the end

Twelve reconciled months, a clean profit and loss statement and balance sheet, and books your CPA can file from.