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Catch-up bookkeeping

Months behind on your books? We enter what's missing and reconcile every account, month by month, until your software matches your bank.

Get a catch-up quote
The work
Data entry and reconciliations
The order
Oldest month first
The software
Xero, MYOB or QuickBooks

What's included

Data entry, bank reconciliations, bills and invoices brought up to date in your own accounting software. Any help with new software is limited to getting access, connecting supported bank feeds and training.

  • Missing bank transactions entered from your statements
  • Every bank, card and loan account reconciled
  • Receipts and bills matched to transactions
  • Sales invoices and customer payments matched
  • Duplicates and errors found and fixed
  • A list of anything we couldn't match, for you to check
  • Your software set up and bank feeds connected first, if you need them
  • A handover summary for you and your accountant

Not included

Your accountant's own work. We hand over clean, reconciled books for your accountant to work from.

How a catch-up works

Three stages, from a first look at your records to books that are up to date.

  1. 01

    Assess

    We look at your software, statements and paperwork, then send you a quote.

  2. 02

    Catch up

    We enter and reconcile month by month, oldest first, and keep a running list of anything missing.

  3. 03

    Hand over

    You get up-to-date books and a summary for your accountant. Keep going with us monthly, or take it from there.

Catch-up questions

How far back can you go?
As far back as your records go. We start with the oldest month that needs work and move forward, so each month builds on one that's already reconciled.
What do you need from me?
Access to your accounting software, or permission to set one up, plus bank and card statements for the whole period. Send whatever receipts, invoices and bills you have. Gaps are normal, and we'll list anything missing as we go.
How long does a catch-up take?
It depends on how many months and accounts need work, and how quickly the records arrive. Once we've looked at your records, we can tell you what to expect.
Who gets the finished books?
You do, with a short summary of what we found and fixed. We can send the same summary to your accountant.
Which software do you use?
Xero, MYOB and QuickBooks Online. If you don't have one yet, we'll set it up, connect your bank feeds and show you how it works as part of the catch-up.
What happens once I'm caught up?
Your books are current. You can keep them that way yourself, or we can look after them monthly so you don't fall behind again.

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