Catch-Up Services
Feeling overwhelmed by months (or even years) of unorganized financial records? Our Catch-Up Services are designed to get your books meticulously organized and up-to-date, transforming past chaos into clear, accurate financial statements. We’ll ensure your historical data is clean, compliant, and ready to provide valuable insights for your future.
Core
$1500-2500
- Up to 6 months cleaned up
- Revenue up to $500k
- Less than 5 employees
- Review of Chart of Accounts
- Tie out to last year’s tax return
Advanced
$2500-3500
- Up to 9 months cleaned up
- Revenue up to $1M
- Less than 10 employees
- Review of Chart of Accounts
- Tie out to last year’s tax return
- AR/AP clean-up
Pro
$3500-5000
- Up to 12 months cleaned up
- No revenue limit
- Unlimited employees
- Review of Chart of Accounts
- Tie out to last year’s tax return
- AR/AP clean-up
- Initial Balance Sheet Analysis
- Transaction Rule set-up