Catch-up and clean-up bookkeeping
Six months behind? A year? We rebuild your books month by month, reconcile every account and hand over clean numbers your CPA can file from.
Fixed quote
We look at your statements first and give one fixed price before any work starts.
Month by month
Each month is rebuilt and reconciled in order, so the balances carry forward correctly.
Clean hand-off
Reconciled balance sheet, P&L and a list of anything we need you to confirm.
Then stay current
Move to a monthly plan so it never piles up again.
What we handle each month
- Bank, card and loan statements collected and reconciled
- Uncategorized and Ask My Accountant balances cleared
- Duplicate and missing transactions fixed
- Payroll and sales tax liabilities tied out
- Opening balances confirmed with your CPA
- Typical turnaround: 2 to 4 weeks
Common questions
How much does catch-up cost?
Usually from $150 per month of books, depending on volume.
What do you need from me?
Read access to QuickBooks or Xero and your bank and card statements for the period.
Can you work with my CPA's deadline?
Yes. Tell us the deadline on the first call and we plan backwards from it.
Get your books closed by the 10th
Email Kapil with your software, rough monthly transaction count and whether your books are current. You'll get a reply within one US business day with times for a 15-minute call and a starting quote.
kapil@closewisefinancial.comFree bookkeeping health check
Tell us a little about your books. Kapil will review your setup and reply within one US business day with what needs fixing and a fixed monthly quote. No obligation.
Prefer email? Write to kapil@closewisefinancial.com.