Catch-Up Bookkeeping · Boise, ID

Months behind?
We've seen worse.

Six months. Eighteen months. Three years. Whatever state your books are in, we'll reconstruct them, reconcile every account, and hand you a clean, tax-ready set — usually within 2–4 weeks. No judgment. Just progress.

Get Started See Our Process
See the work

Eleven months behind, caught up in 18 days.

Watch the backlog clear month by month. Every account reconstructed, categorized, and reconciled — then handed off tax-ready with a CPA package included.

Sound familiar?

  • →

    "I haven't opened QuickBooks since last spring. The bank feed has thousands of unmatched transactions."

  • →

    "My CPA needs my books by March and it's already January. Everything is in a shoebox and three email inboxes."

  • →

    "We switched systems mid-year and nothing transferred right. Now neither system is correct."

  • →

    "I'm applying for a loan and the bank wants two years of financials. I have... bank statements."

  • →

    "My last bookkeeper disappeared. I honestly don't know what state anything is in."

Every one of these is a project we've completed — for Boise businesses and companies across the country. Yours isn't worse. It just feels that way.

How catch-up works

From mess to clean books
in 2–4 weeks.

01

Assessment (days 1–3)

We connect your accounts, review what exists, and scope exactly what's missing. You get a fixed quote and a delivery date before any work begins.

02

Reconstruction (weeks 1–3)

AI processes the transaction backlog; specialists reconstruct, categorize, and reconcile every month. Anything ambiguous lands in your Portal inbox as a quick question — not a meeting.

03

Handoff (final week)

Senior review signs off. You get clean books, a full CPA-ready package, and — if you want it — a seamless transition into monthly bookkeeping so this never happens again.

What's included

Everything reconstructed.

A complete rebuild of your books for every month behind — reviewed at three levels like all our work.

Bank & credit card reconstruction

Every account reconnected, every month of history pulled and reconciled.

Transaction categorization

AI first pass on the full backlog; specialist review on every category.

Receipt & document matching

Upload the shoebox. AI matches documents to transactions automatically.

Payroll & loan account cleanup

Wages, taxes, loan payments, and interest allocated correctly.

Monthly financial statements

P&L, balance sheet, and cash flow for every reconstructed month.

CPA-ready tax package

Everything your tax preparer needs, organized and delivered.

FAQ

Common questions.

How far behind is too far behind?
We haven't found it yet. We've reconstructed books three-plus years back. More months means more work, but the process is the same — and we quote it as a fixed project so there are no surprises.
What do you need from me to start?
Access to your bank and credit card accounts (read-only), your bookkeeping software login if one exists, and whatever documents you have — even if it's a literal shoebox. We handle the rest and only ping you with specific questions.
How much does catch-up cost?
It's a fixed project quote based on months behind, transaction volume, and account count — priced before work begins. Most catch-up projects land in the low four figures. You'll know your exact number after the free assessment.
Can you hit my tax deadline?
Usually, yes — most projects finish in 2–4 weeks. If your deadline is very tight, tell us on the demo call and we'll confirm feasibility before you commit. If needed, we can also coordinate an extension with your tax preparer.
What happens after I'm caught up?
Most clients roll straight into monthly bookkeeping so the backlog never rebuilds. It's optional — but it's also the whole point. See monthly bookkeeping →

Ready to get caught up?

Book a 30-minute demo. We'll assess how far behind you are and quote a fixed price to fix it.

Get Started Call 208-545-4768