Catch-Up Bookkeeping for Contractors & Service Businesses
Behind on your bookkeeping? CoreBooks Bookkeeping helps contractors, trades, and other service-based businesses organize prior months of transactions, reconcile bank and credit card accounts, and bring QuickBooks Online up to date.
From supplier purchases and subcontractor payments to job-related expenses, deposits, transfers, and everyday operating costs, I help organize the activity that has built up so your books are accurate, current, and ready for reliable reporting.
Book a Free ConsultationWhat Catch-Up Bookkeeping Includes
When your books have fallen behind, the goal is to work through the missing months in an organized way and bring your financial records current. Catch-up bookkeeping focuses on completing the bookkeeping activity that should have been handled during those prior periods.
Prior-Month Transaction Organization
Organize and categorize accumulated income and expenses, including supplier purchases, materials, equipment costs, subcontractor payments, credit card activity, deposits, transfers, and everyday operating expenses.
Bank & Credit Card Reconciliations
Reconcile prior months of bank and credit card activity against your statements so transactions are accounted for, balances are supported, and discrepancies can be identified.
Historical Transaction Review
Review the catch-up period for missing, duplicate, incorrectly matched, or miscategorized transactions that could affect the accuracy of your books before the accounts are brought current.
Current Books & Financial Reports
Complete the agreed catch-up period and bring your QuickBooks records up to date so you can move forward with more reliable Profit & Loss and Balance Sheet reports.
Who Needs Catch-Up Bookkeeping?
- Business owners whose books are several months behind
- Businesses with prior months of unreconciled bank or credit card accounts
- Businesses with accumulated uncategorized or incomplete transactions
- Businesses that need their books brought current before tax season or ongoing monthly bookkeeping
"Hector didn't just fix my books; he took the time to explain the numbers so I could finally make confident decisions for our massage therapy business."
— Rafael Luque, Google Review ★★★★★
My Catch-Up Process
Review & Scope
I review your QuickBooks file, prior-period activity, and available statements to determine how many months are behind and what bookkeeping needs to be completed.
Organize & Reconcile
I work through the catch-up period month by month, categorizing transactions and reconciling bank and credit card accounts against the available statements.
Books Brought Current
Once the agreed catch-up period is complete, you receive updated Profit & Loss and Balance Sheet reports so you can move forward with current books or ongoing monthly bookkeeping.
Frequently Asked Questions
I can catch up books going back multiple months or years. The scope, timeline, and cost depend on how many months are behind, the number of accounts involved, transaction volume, and the condition of your existing records.
I typically need access to your QuickBooks Online file, bank and credit card statements for the catch-up period, and supporting records such as receipts or invoices when needed. If you're not yet using QuickBooks Online, QuickBooks Online setup is available as a separate service.
Turnaround depends on how many months are behind, the number of accounts involved, transaction volume, and the condition of the records. I'll provide a timeline estimate after reviewing your bookkeeping needs during your free consultation.
Yes. Once the agreed catch-up period is complete, you'll have updated Profit & Loss and Balance Sheet reports and organized bookkeeping records that you can share with your CPA or tax preparer. If you'd like to stay current going forward, I also offer monthly bookkeeping to keep your books accurate and up to date each month.
Catch-Up Bookkeeping is generally for books that are behind and need prior months completed and reconciled. QuickBooks Cleanup is for a QuickBooks file with problems such as miscategorized transactions, duplicate entries, reconciliation issues, or an unclear chart of accounts. Depending on the condition of your books, you may need one service or both.
Ready for Cleaner Books and Clearer Numbers?
If your bookkeeping has fallen behind, CoreBooks can help you work through the overdue months, reconcile your accounts, and bring your QuickBooks records current so you can move forward with more reliable numbers.
Schedule a free consultation to discuss how far behind your books are, what needs to be completed, and the best way to get your bookkeeping back on track.
Book Your Free ConsultationCertified QuickBooks ProAdvisor serving contractors, trades, and service-based businesses in Rego Park, Queens, NYC, and across the U.S.