Behind on the books? Let's get them moving again.
Books fall behind for all kinds of reasons. The important part is creating a practical path toward getting the information organized and current again — no shame, no scare tactics.
Catch-Up Bookkeeping
Bring past months current
Appropriate when routine bookkeeping has fallen behind and previous months need to be brought current. Transactions are categorized and accounts reconciled for the periods that slipped.
Cleanup & Corrections
Fix what is already there
Appropriate when existing bookkeeping may contain errors, inconsistencies, unreconciled accounts, or organizational problems that need review and correction.
Life gets busy. The books wait.
- Receipts and transactions accumulated over months
- Bookkeeping kept getting pushed into evenings or weekends
- An in-house or DIY process that fell off
- A previous arrangement that stopped working
- A busy season that left no time for the books
The file exists, but it is not right.
- Accounts that will not reconcile
- Transactions miscategorized or duplicated
- Unclear or inconsistent categorization
- Inherited books that need correction
- Structural problems in the existing setup
A practical review of where things stand
- Transaction categorization and consistency
- Bank and credit-card reconciliations
- Account structure and organization
- Missing or duplicated entries
- The overall state of the existing file
Not every issue can be foreseen before review. The review helps determine what is actually needed.
No fixed-price promise before the review.
Cleanup and catch-up work is scoped after understanding how far behind the books are, what needs correcting, and how complex the existing file is. Rachel will not promise that every bookkeeping issue can be fixed for a specific price or time period before that review.
Once the situation is clear, you receive a recommended scope and pricing — then decide how to move forward.
From caught-up to consistently current.
Once your books are organized and current, the natural next step is ongoing monthly bookkeeping — so the work that went into catching up does not have to be repeated next year.
You are busy running your business. This work needs attention too.
I can help create a regular process so it gets handled — starting with a clear look at where things stand today. No judgment about how the books got here, just a practical path forward.
Clear books. Confident decisions.
Start with a conversation about where your books are today — I'll help you figure out the right next step.