Catch-up and clean-up bookkeeping

Behind on your books? Here's what it takes to catch up.

Catch-up bookkeeping for online sellers: tell us where your books stopped, and we bring every month current, oldest first, at one published rate per month behind. Every payout, fee and refund matched, and tax-ready books at the end.

Free books review · read-only bank access · written quote before you commit

catch-up / demo-outdoor-co / jan–sepSAMPLE · DEMO STORE
MONTHS BEHIND 33 months × $149 = $447
Jan
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Already current
Feb
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Already current
Mar
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Already current
Apr
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Caught up ✓
May
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Caught up ✓
Jun
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Caught up ✓
Jul MONTHLY
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Monthly close ✓
Aug MONTHLY
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Monthly close ✓
Sep MONTHLY
  • Payouts matched
  • Inventory counted
  • 1099-K tied out
Monthly close ✓

3 of 3 months caught up

CAUGHT UPApr–Jun

Monthly close from July

SAMPLE · DEMO STORE · NOT A CLIENT

What we fix

Every month brought current, line by line.

01

Missing months, filled in

Every month since your books stopped, rebuilt from your bank, card and marketplace statements, so there are no gaps left.

02

Payouts matched to sales

Amazon, Shopify and eBay payouts reconciled to orders, with fees, refunds and reserves on their own lines.

03

Inventory counted and costed

Opening stock, purchases and landed cost set up, so COGS and margin become real numbers, not guesses.

04

1099-K tied out to your sales

Your 1099-K matched to the sales in your books, with the difference explained in writing you can hand your tax preparer.

05

Bank and card accounts reconciled

Every account balanced to its statement, month by month.

06

A clean QuickBooks or Xero file

Accounts tidied, transactions categorized, and a file you can open with confidence.

How it's priced

One published rate per month behind.

One rate covers each month we bring current, so you can work out the cost yourself before you talk to us. Your free books review counts the months; your written quote confirms the total before any work starts.

The rate is the same one shown on our pricing page. A clean-up of an existing QuickBooks or Xero file is quoted in writing after your free books review.

Catch-up bookkeeping

One-time, priced per month behind. Ends with tax-ready books.

$149/month behind

How the total works

ONE RATE · PER MONTH BEHIND · USD

Months behindRate per monthTotal
3$149$447
9$149$1,341
24$149$3,576

SAME RATE AS /PRICING/ · CONFIRMED IN YOUR WRITTEN QUOTE

Prefer to talk first?Ask your questions on a short call, before you share any access or commit to anything.
Book a 20-minute call [[FILL: booking link]]
How it works

Four steps from behind to current.

01

Free books review

You approve read-only invitations; we never ask for a password. We see where your books stopped and count the months.

02

Written quote

The months, the rate and the total, in writing, before you commit to anything.

03

Catch-up, oldest month first

Each month reconciled in order, so every opening balance carries forward correctly.

04

Hand-over

Your choice: straight into a monthly plan, or a finished file for your tax preparer.

Preparedby your bookkeeper
Reviewedby a named senior
Deliveredwith a written summary
At the end of your catch-up

Tax-ready books, every month accounted for.

A finished set of books your tax preparer can start from, reconciled month by month, and a clean starting point for every month after.

  • Profit & loss by channel, for every month caught up EVERY MONTH
  • Balance sheet for every month caught up EVERY MONTH
  • Payout & fee reconciliation for each channel EVERY MONTH
  • Inventory and COGS schedule ONCE
  • 1099-K tie-out to your sales ONCE
  • Written summary of every adjustment we made ONCE
  • Year-end package for your tax preparer ONCE

Profit & Loss — September

DEMO OUTDOOR CO. · ACCRUAL BASIS · USD

Amazon sales38,420.00
Shopify sales21,760.00
eBay sales4,310.00
Net sales64,490.00
Cost of goods sold(23,190.40)
Marketplace fees(9,874.15)
Gross profit31,425.45

SAMPLE · ILLUSTRATIVE FIGURES · NOT A CLIENT

Questions

Before you book: catch-up questions, answered.

How long does a catch-up take?

It depends on how many months you're behind and how many channels you sell on. Your written quote gives a delivery date before you commit.

What if I'm missing statements?

We request what's missing from your bank and each marketplace, and your written quote lists any gaps with how we'll handle each one.

I'm more than a year behind. Can you still help?

Yes. Every month is priced at the same published rate, so two years is simply 24 months at that rate. The table above shows the total. We work oldest first until every month is current.

Can you clean up books someone else started?

Yes. Invite us to your QuickBooks Online or Xero file as a standard user. We look at it in your free books review, keep what's right, and quote only the months that need work.

Do I have to sign up for a monthly plan afterwards?

It's your choice. Move straight onto a monthly plan and we pick up from the month we finished, or take the finished file to your tax preparer. Either way, the books are handed over clean.

Is it safe to give you access to my accounts?

Yes. We send read-only invitations and you approve each one; we never ask for a password. Banks, cards and marketplaces are read-only, so we see transactions but can't move your money; in QuickBooks Online or Xero we take a standard user seat to post entries.

See where your books stand — free.

Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.

Get my free books review