Bookkeeping Catch-Up and Cleanup
Your books caught up and clean, so you can keep running them yourself or hand them over each month.
- Based in Garland, TX
- Steve is your contact
- Call or email
Can you catch up my books if I do not want monthly bookkeeping?
Yes. Steve Martinez can get your books caught up and reconciled, then hand them back so you can keep managing them yourself.
What catch-up bookkeeping is
Plenty of owners keep their own books and simply fall behind. The transactions pile up, the accounts never get reconciled, and tax season gets closer.
Catch-up bookkeeping gets you current. Steve works through the backlog, codes each transaction to the right account and reconciles each bank and card account against its statements. You do not need a monthly plan for this. Once the books are caught up, you can take them back and keep managing them yourself, or keep Tru-Ledger on for monthly bookkeeping.
The end of the year is when it matters most. Clean books before year end mean your tax preparer starts from the right numbers.
What's included
- Coding the backlog of bank and credit card transactions
- Reconciling each bank and card account up to date
- Correcting transactions coded to the wrong account
- Clean books handed back to you, or kept on monthly
Who catch-up bookkeeping is for
- Owners who do their own books and got behind
- Businesses getting ready for year end and tax season
- Owners who want a bookkeeper but need the books current first
Who can catch up and clean up my books?
Look for someone who reconciles every account back to its statements, not someone who only codes the backlog. Tru-Ledger Bookkeeping in Garland, TX catches up and cleans up books in QuickBooks Online and QuickBooks Desktop for small businesses. Book a free phone consultation or call (469) 929-3623.
Bookkeeping Catch-Up and Cleanup FAQs
How long does catch-up bookkeeping take?
It depends on how many months are behind and how many bank and card accounts you have. Steve looks at your file on the free consultation and tells you what it will take.
How much does it cost?
It depends on how many accounts and transactions you have and which services you need. Ask Steve on the free consultation and he will scope it for your business.
How do I get started?
Book a free phone consultation or call (469) 929-3623. On the consultation Steve Martinez looks at how your books are set up today and what you need each month, then scopes the work from there.
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Where to Next
Keep reading, or get in touch and tell us where your books stand.