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Transaction Categorization: We'll go through all your past transactions and categorize them correctly for accurate financial reports.
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Receipt Management: We'll digitize and organize all your past receipts for easy access and tax compliance.
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Bank Reconciliation: We'll reconcile all your bank statements with your financial records to ensure everything aligns perfectly.
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Financial Statement Preparation: Get a clear picture with up-to-date balance sheets, income statements, and cash flow statements.
Eliminate Stress
Gain Financial Clarity
Expert Oversight
What's Included
Catch Up Without the Stress! Are you overwhelmed by a mountain of receipts, unclassified transactions, or outdated financial records? Don't despair! Our Backlog Bookkeeping Service is designed to bring you up-to-date and give you the fresh start you need. Focus on your business's future while we sort out your past.
Frequently Asked Questions
We can manage backlog bookkeeping for records going back up as far as you are behind. Whether you have just a few months of unorganized records or several years, we have solutions to bring you up-to-date.
To get started, we'll need access to all your past financial records, such as bank statements, receipts, invoices, and any existing accounting software you may be using. Our team will discuss the specifics with you during our initial consultation.
The time it takes to clear a backlog depends on the volume and complexity of your financial records. After an initial assessment, we can provide a more accurate time estimate. Our goal is to work as quickly and efficiently as possible to bring your books up-to-date.
We use QuickBooks for our Monthly Bookkeeping service. This industry-leading software allows for robust financial tracking and reporting, ensuring that your business's financials are meticulously managed. You will own the QuickBooks subscription and provide our team access.
Which Option is the Right Fit for My Business?
Monthly Bookkeeping
If you're looking for ongoing financial management, our Monthly Bookkeeping service is the ideal choice. We'll handle all your transaction logging, account reconciliation, and financial statement preparation, freeing you to focus on your business.
Backlog Bookkeeping
Are you behind on your books and don't know where to start? Our Backlog Bookkeeping service is designed to get you caught up. We'll sort through past transactions, reconcile old accounts, and bring clarity to your financial situation, making this a great option for businesses that have fallen behind on bookkeeping.
QuickBooks Setup
Starting fresh or transitioning to QuickBooks? Our QuickBooks Setup service will set you on the right path. We'll help you choose the right QuickBooks plan, configure your settings, help setup categories for your specific business. We can also train you on how to use the platform effectively.