Behind on Your Books? We'll Fix That.
Whether you're 3 months behind or 3 years behind, our CPA team will clean up your QuickBooks, reconcile every account, and get you back to current—fast.
A guide by Taxstra Tax & Accounting — CPA-led tax strategy for business owners
You're Not Alone
Most small businesses run behind on their books. Here's why it happens and why it matters.
If you're reading this, your books are probably a mess. That's okay—you're not alone. Most small businesses are 3–6 months behind. Some come to us 2+ years behind.
Why This Happened (And Why It Matters)
The longer you wait, the harder—and more expensive—the cleanup becomes. The most common triggers we see:
- Tax deadline approaching
- Applying for a loan
- IRS notice received
- Partner/investor due diligence
Let's get you current before something else does.
How Our Catch-Up Process Works
Four structured phases—from assessment to current books.
Assessment
We access your QuickBooks (or set it up), review bank statements, and scope the work. Fixed-fee quote within 48 hours.
Bank Reconciliation
We reconcile every bank and credit card account for every month you're behind. Match transactions, categorize expenses, flag anomalies.
Cleanup & Adjustments
Fix miscategorized transactions, record missing entries, handle undeposited funds, and produce clean financial statements.
Transition to Monthly
Once current, seamlessly shift to monthly bookkeeping so you never fall behind again.
No Hourly Billing. No Surprises.
A flat-fee quote before we touch a single transaction.
Pricing depends on how far behind, number of bank and credit card accounts, transaction volume, and complexity. We quote a flat fee before we start. You'll know exactly what you're paying.
What Affects Your Price
- How many months or years behind you are
- Number of bank and credit card accounts
- Monthly transaction volume
- Complexity of reconciliation needed
What Gets Fixed
Our catch-up process handles all of these common bookkeeping problems.
Why This Matters for Your Taxes
Messy books don't just slow your accountant down—they cost you money.
Behind books = missed deductions at tax time. Your CPA can only work with what you give them. Messy books mean a higher tax bill.
We integrate catch-up with tax strategy: as we clean up, we identify deductions you've been missing. Consider a common scenario: a consulting firm that ran 18 months behind had mixed together owner draws, legitimate business meals, and personal vehicle expenses in a single account. After cleanup, over $14,000 in overlooked deductions were properly classified.
Once your books are current, we can transition you to ongoing monthly bookkeeping so your CPA has clean financials for year-round tax planning.
The backlog compounds.
Three months of messy books takes a few weeks to clean up. Eighteen months can take the better part of a quarter. The sooner you start, the cheaper and faster the fix.
Related: Monthly Bookkeeping Services — keep your books current going forward.
Frequently Asked Questions
Every Day Behind Costs You Money
Let's get current. Schedule your free consultation with a CPA today.
Find Out What You're Overpaying in Taxes
Book a free 30-minute call to walk through your situation. We'll tell you exactly how our CPA-led team can help — and whether we're the right fit.