Back bookkeeping is the process of catching up all the months or years of financial records you’re behind on. We clean, categorize, reconcile, and organize every transaction so your books are accurate, audit-ready, and usable for tax filing or business decisions.

All the way back. One month, twelve months, or multiple years. Most clients come to us at least 6–18 months behind. Some are 3–5 years behind. There is no “too messy.” If the transactions exist, we can bring order to them.

Not at all. We’ve seen everything. Being behind is more common than you think, especially for entrepreneurs juggling work, family, and business growth. Our job is to restore order, not shame you. We focus on solutions, not blame.

Turnaround depends on the number of accounts, years behind, and the transaction volume. Most projects take 2–6 weeks, and we give you a timeline immediately after completing your diagnostic.
 

No. Bank and credit card statements are usually enough. If receipts are needed for specific compliance questions, we’ll let you know. We keep the process simple so you don’t have to dig through shoeboxes.
 

Absolutely. With your permission, we can send them the cleaned books, respond to questions, and prepare whatever reports they need. If we handle your taxes, even better — everything stays in-house.
 

QuickBooks Online (primary), Xero (if required), and Wave (select cases). If you’re on QuickBooks Desktop, we can discuss migration.
 

We don’t just catch you up. We correct past errors, reclassify transactions, and rebuild the chart of accounts if needed. Back bookkeeping includes a full cleanup, not just “catch-up.”

We work with many clients who have unfiled returns because their books are behind. Once your books are complete, we can file the returns (current or past) and get you back into compliance.

For most projects, yes. Larger cleanups may require an initial deposit with milestone payments. The goal is to make cleanup affordable and doable — not stressful.

Yes. Most clients transition into monthly bookkeeping so they never fall behind again. We also offer accounting support, tax planning, and CFO services as you grow.

Your diagnostic includes:

A full review of your current books

Identification of errors

Number of months or years behind

Cleanup scope

Timeline

Fixed-price quote

This prevents surprises for both of us and ensures transparency from the start.

Yes. Whether you have one business, multiple LLCs, or personal accounts mixed with business accounts, we can clean it all and separate correctly.

Book a Back Bookkeeping Diagnostic. Once we review your books, we send your project proposal, timeline, and payment options. Work begins after approval.