A quarter behind. A year behind. A startup with nothing in the books. We've seen all of it.
Project-based bookkeeping engagements to dig out, set up, or hand off — without committing you to an ongoing monthly retainer.
Catch-up and project bookkeeping for businesses that just need to get current.
Sometimes you don't need a forever bookkeeper — you need a few weeks of focused work to catch up on a year of receipts, set up a brand-new company file, or get the books in shape to hand off to a new accountant. That's a project, not an engagement. We scope it, we quote it, we finish it.
What's included
- Catch up months or years of unrecorded transactions
- Reconcile every bank, credit card, and loan account back to a known-good starting point
- Build a clean trial balance and signed-off opening balances
- Brand-new business set up — chart of accounts, opening entries, vendor/customer lists
- Migrate an existing file to a new platform (e.g., Desktop → Online)
- Prepare a clean year-end package for a new CPA
- Extra hands during a seasonal crunch — short-term contract bookkeeping
- One-time clean-up before selling, financing, or transferring the business
Signs you should hand this off
Related bookkeeping services
Common questions
How do you price a catch-up project?
Flat fee, agreed up front, after a quick file review. We don't bill hourly for clean-ups because that's how scope quietly doubles. You get a price and a delivery date.
How fast can you catch me up?
A typical 12-month catch-up for a small business takes 2–4 weeks. Larger businesses or messy files take longer — we'll tell you honestly when we scope.
Can the project become an ongoing engagement?
Yes — and most do. Once we've cleaned everything up, the obvious next step is to keep it clean. But there's no obligation.
What do you need from me to start?
Read-only access to your bank and credit card accounts, your QuickBooks file (or the latest spreadsheet you've been using), and a 30-minute call to understand the business. That's enough to scope.
Ready to hand off the busywork?
Tell us where you're stuck and we'll show you what we'd take off your plate.