Behind on Your Books?
We'll Get You Caught Up — Fast.
Months behind. Years behind. Never started. Whatever your situation — we'll clean it up accurately, without judgment, and without disrupting your business.
Get a Free Catch-Up AssessmentNo obligation · Confidential · Palm Coast, FL & Nationwide
If Any of These Sound Familiar, You're in the Right Place
- You've been running your business but haven't kept up with the books
- You tried to do it yourself and fell months (or years) behind
- Your previous bookkeeper disappeared or left a mess
- You're applying for a loan or line of credit and need accurate financials
- Tax season is approaching and you have nothing organized
- You've received IRS notices and need clean records to respond
- You're switching from cash-basis to accrual and need a clean start
- You just want to finally know where your money is going
No Judgment. Just Results.
Every business owner who comes to us for catch-up bookkeeping feels embarrassed about it. Don't be. Falling behind happens — especially when you're focused on actually running your business.
We've cleaned up books ranging from 3 months behind to 4+ years behind. No judgment — just accurate records and a clear financial picture so you can move forward.
As a Federally authorized Enrolled Agent practice, we can also file any back tax returns that come out of the catch-up process — so everything gets resolved in one place.
How Catch-Up Bookkeeping Works
Free Assessment
We review what you have — bank statements, receipts, partial records — and give you a clear scope of what needs to be done and how long it will take.
Gather & Organize
You share access to your accounts and any records you have. We take it from there — no need to sort or organize anything yourself first.
Clean & Reconcile
We categorize every transaction, reconcile all accounts, and build accurate financial statements for every period.
Deliver & Review
You get clean, accurate books — P&L, balance sheet, bank reconciliations — and a clear picture of where you stand financially.
Everything We Tackle in a Catch-Up Engagement
Full Transaction Categorization
Every transaction — income, expenses, transfers — correctly categorized according to your chart of accounts and business type.
Bank & Credit Card Reconciliation
All accounts reconciled to the penny for every period in scope. No more wondering if your records match what's actually in the bank.
Profit & Loss Statements
Monthly P&L statements for every period — so you can see exactly how your business performed, month by month.
Balance Sheet
A complete, accurate balance sheet showing assets, liabilities, and equity — required for loans, investors, or accurate tax filing.
QuickBooks or Xero Cleanup
Already using accounting software but it's a mess? We'll clean up your existing file, fix miscategorizations, and get it accurate from the ground up.
Tax-Ready Records + Filing
Because Simple Books Now is led by a Federally authorized Enrolled Agent, we can also prepare and file any back tax returns that result from the catch-up — no hand-offs to a separate preparer.
Most Bookkeepers Stop at the Books. We Don't Have To.
When you're catching up on years of bookkeeping, back tax returns often need to be filed too. A regular bookkeeper hands you the financials and sends you to find a tax preparer. Simple Books Now is led by a Federally authorized Enrolled Agent — we handle both. Your books and your back taxes, resolved together, in one place.
If catching up reveals IRS notices, unfiled returns, or tax debt, she can handle that too through her tax resolution practice.
How Long Does Catch-Up Bookkeeping Take?
1–3 Months Behind
Most common situation. Usually resolved within one week, depending on transaction volume and records availability.
4–12 Months Behind
Moderate cleanup. We work through each month systematically. Typical for businesses that fell behind during a growth push or difficult period.
1–3+ Years Behind
Full catch-up project. Scoped individually after the assessment call. Often combined with back tax filing.
Timelines depend on transaction volume and records availability. We'll give you a precise estimate after the free assessment.
Catch-Up Bookkeeping FAQ
Bank and credit card statements are the minimum. If you have receipts, invoices, or partial records — great, but they're not required to get started. We work with whatever you have.
No. Part of what you're paying for is to not have to deal with this yourself. Send us access to your accounts and any documents you have, and we take it from there.
As a Federally authorized Enrolled Agent practice, we can prepare and file back tax returns as part of the same engagement. You won't need to find a separate tax preparer — everything is handled in one place.
Yes. We can clean up an existing QuickBooks or Xero file, or set up a new one if you're starting fresh. We'll recommend the right software based on your business needs.
It depends on the scope — how many months, how many accounts, and transaction volume. We give you a clear, fixed-price quote after the free assessment call. No surprises.
Related Services
Ongoing Bookkeeping
Once you're caught up, keep it that way with monthly bookkeeping managed by our Licensed EA.
Learn more →Tax Resolution
Messy books often mean back taxes too. Our EA can handle both at once.
Learn more →Let's Get Your Books Back on Track
Book a free assessment call. We'll review your situation and give you an exact timeline and quote — no obligation.
Get a Free Catch-Up AssessmentConfidential · No obligation · Fixed-price quote after assessment