It happens. Running the business comes first, and before long, the books fall a few months behind.

When Catch-Up Bookkeeping Is Helpful:
• Bookkeeping hasn’t been done for several months
• Bank accounts haven’t been reconciled
• Tax time is coming and the books aren’t ready
• You started doing the books yourself but ran out of time
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What I Do:
• Organize past transactions
• Reconcile bank and credit card accounts
• Categorize expenses properly
• Bring the books up to date
Once the books are caught up, everything becomes much easier to manage moving forward.
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Next Step:
If your books are behind, the first step is simply reviewing where things stand and determining what needs to be brought up to date.
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