Catch-up bookkeeping for small businesses
Behind on your books? We'll catch you up.
Months or years behind, we categorize and reconcile the backlog in QuickBooks Online for a flat one-time fee. Then we keep you current every month.
- A flat one-time fee, quoted before any work starts
- Back months categorized and reconciled
- Clean books your CPA can actually use
- Roll straight into monthly bookkeeping from $500/month
No judgment and no obligation. Being behind is common.
- Backlog categorizedStep 1
- Accounts reconciledStep 2
- Reviewed twiceStep 3
- Monthly service beginsOngoing
Need QuickBooks Online set up first? We do that too ($300–$500 one-time).
Sound familiar?
Signs it's time for catch-up bookkeeping
Today Where you are
- Months of uncategorized transactions in QuickBooks
- Bank and card accounts that haven't been reconciled
- Your CPA is waiting on records for tax time
- You don't really know if last year was profitable
After catch-up Where you'll be
- Every past month categorized and reconciled
- Accurate Profit & Loss and Balance Sheet
- Organized books to hand to your CPA
- A bookkeeper who keeps them current from here
How it works
From behind to current in three steps
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Today
Book a free 15-minute call
Tell us how far behind you are and how you've handled your books so far. No judgment, no pressure.
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Quote
Get a flat quote, then connect
We quote one flat fee based on how far behind you are and the condition of your records. You invite us to QuickBooks Online as your accountant. You never email passwords.
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Catch-up, then monthly
Caught up, then kept current
We categorize, reconcile and review the backlog. Then, if you choose, we move you into monthly service so you never fall behind again.
No judgment and no obligation.
Catch-up pricing
One flat fee, quoted up front.
Your exact fee depends on how far behind you are and the condition of your records. Here's what it typically costs.
| Months behind | Typical fee |
|---|---|
| 1–3 months | $300–$600 |
| 3–6 months | $600–$1,200 |
| 6–12 months | $1,200–$2,500 |
| 1–2 years | $2,500–$5,000 |
| 2+ years or no books yet | $5,000+ |
One-time flat fee. QuickBooks Online setup, if needed, is $300–$500.
FAQ
Catch-up questions
How is the catch-up fee decided?
It's a flat one-time fee based on how far behind you are and the condition of your records. The table above shows typical ranges, and you'll get your exact quote before any work starts.
Do I have to sign up for monthly bookkeeping too?
Catch-up is designed to lead into monthly service, so your books stay current once they're clean. Monthly plans start at $500/month. We'll talk through what makes sense for you on the call.
I'm not on QuickBooks Online. Can you still help?
We work in QuickBooks Online, on your own subscription. If you're on something else or starting from spreadsheets, we can set up QuickBooks Online for you for a one-time $300–$500.
Will you file my back taxes?
No. We bring your books current so your CPA or tax preparer can work from accurate records. If you don't have one, we can talk about what to look for.
What access do you need?
You invite us to your QuickBooks Online file as your accountant, and we work from your connected bank and card feeds and statements. You never email passwords.
Get your books current, and keep them that way.
Book a free 15-minute call. Tell us how far behind you are and we'll explain exactly what catch-up involves.
Book a free 15-minute callPrefer email? Write to info@getsumify.com.