Behind on your books? Start here.

Three months behind or three years, the work runs the same way: gather the statements, reconcile every account, fix what was miscategorized, and file whatever is outstanding. It's quoted up front as a fixed project, then monthly bookkeeping keeps you current.

Get an estimate

Priced from the work

A table covered in a few dozen paper receipts laid out side by side

Why books fall behind — and how to catch up

Most businesses fall behind for ordinary reasons: a busy season, a bookkeeper who left, or a move off spreadsheets that never quite finished. The trouble is that a backlog compounds. Sales tax returns go unfiled, deductible expenses go unrecorded, and every month makes the missing records harder to find.

A catch-up works forward from your bank and card statements — the one complete record every business has. Each missing month is rebuilt and reconciled in order, outstanding returns are prepared, and you finish with a clean, reconciled opening balance for monthly bookkeeping.

What's included

  • Bank and credit card statements gathered and reconciled for every missing month
  • Miscategorized and duplicate entries corrected
  • Outstanding GST and PST returns prepared
  • Missed payroll filings identified
  • A clean opening balance to start monthly bookkeeping from

How it works

  1. Records reviewed

    A review of what exists and what's missing, so the project can be quoted accurately.

  2. Rebuilt month by month

    Transactions categorized and each month reconciled in order.

  3. Filings brought current

    Outstanding GST and PST returns prepared, and missed payroll filings identified.

  4. Handed over to monthly

    A reconciled opening balance for monthly bookkeeping to pick up from.

Who this is for

  • You're several months — or years — behind
  • You've received a notice from CRA or the BC Ministry of Finance
  • You need current financials for a lender, landlord, or buyer
  • You're switching bookkeepers and the handover left gaps

The details

How catch-up pricing works

Clean-up is priced from the work: the statement lines, accounts, and months to reconcile, close, and match, and what's outstanding, such as unfiled returns, missing documents, or earlier errors to unwind. It's one fixed price you see before we start. Onboarding stays free.

If your books need a look first, a $225 records assessment counts what's there and tells you what we found. It's credited to the work if you go ahead. A month or two behind comes with a figure in your estimate.

You see the price before any work starts, not an open-ended hourly bill.

What waiting costs

Unfiled GST and corporate returns keep accruing penalties and interest, and CRA can issue its own assessment if nothing is filed. Every month of backlog also makes receipts harder to find and transactions harder to explain.

Common questions

I only have bank statements — no receipts. Can you still help?

Yes. Bank and card statements are the backbone of a catch-up. Missing receipts can limit what's deductible, so we'll flag where records matter most.

Do I need to catch up before starting monthly bookkeeping?

Yes. Monthly bookkeeping starts from a reconciled opening balance — the catch-up gets you there, and the monthly plan keeps you there.

How much does a catch-up cost?

It's priced from the work: the statement lines, accounts, and months to reconcile, close, and match. You see one fixed price before we start, and a month or two behind is priced in your estimate. If your books need a look first, a $225 records assessment counts what's there and is credited to the work.

How far back can you go?

As far as your records do. A longer backlog just means more months to rebuild, and the review tells us exactly what's involved before you commit.

Further reading

Other services

See your estimate in a few minutes.

Answer a few questions and see your monthly price on the spot, before you give a name or an email.

Get an estimate