Seattle catch-up bookkeeping.
From behind to current.
Six months behind? Two years? Never closed a single month? We've seen worse. We start with an audit of your books to identify the highest-risk issues first — then AI-assisted cleanup rebuilds the foundation, with human review every step of the way.
From chaos to clean books.
Eighteen months behind, three overdue tax filings, 2,800+ uncategorized transactions. Six weeks later: caught up, current, and on monthly close going forward.
Sound familiar?
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You haven't reconciled your bank in over a year. Maybe you've never reconciled it.
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You have a QuickBooks file, but it's full of "Uncategorized Expense" and "Ask My Accountant."
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You've missed a tax filing — maybe two. Maybe you don't know exactly how many.
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You got an IRS or state letter and you've been pretending it doesn't exist.
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Your "bookkeeping system" is a folder of receipts and a spreadsheet that hasn't been opened since March.
A cleanup plan ranked by risk.
We're not just going in and categorizing old transactions. We're rebuilding your books from the ground up — starting with an audit to identify the highest-risk issues first. Missed deadlines, compliance problems, incorrect balances, and unreconciled accounts get priority before lower-risk cleanup work.
Initial audit — 5 issues identified
| Issue | Period | Risk | Priority | Status |
|---|---|---|---|---|
| Sales tax filing deadline missed | Q2 2024 | High | High | In review |
| Payroll tax reconciliation incomplete | Mar–May 2024 | High | High | Needs documents |
| Bank reconciliations missing | Jan–Aug 2024 | Medium | Medium | In progress |
| Uncategorized transactions | Apr–Aug 2024 | Medium | Medium | In progress |
| Vendor names need cleanup | Jan–Aug 2024 | Low | Low | Queued |
Track your cleanup from start to finish.
Using our Portal, you can track exactly what we're working on, what's been completed, what still needs review, and what information we need from you. You'll see an estimated timeline to completion — so you're never left wondering where your catch-up project stands.
See what your team is working on
Live view of which task or month is in progress, and which specialist is handling it.
Progress by task or month
Watch the cleanup advance — Jan reconciled, Feb categorized, Mar in review, and so on.
Open requests, in one place
Every document we need from you is listed in the Portal. No more chasing email threads.
Estimated timeline to completion
Updated as work progresses. You always know when you'll be fully caught up.
Blockers, surfaced early
Missing statements, unclear classifications, missing 1099 details — flagged the moment they come up.
Visibility without back-and-forth
Check the Portal once a week and know exactly where things stand. No "any update?" emails.
We rebuild the foundation.
Not just the surface.
Diagnostic & quote
A diagnostic call where we audit what you have, what's missing, and what's creating the most risk. You get a fixed-price quote and a clear timeline before any work starts — usually $1,500–$8,000 depending on scope, no surprises later.
Rebuild, month by month
We rebuild your books month by month, inside whatever platform you already use. AI handles the first pass on categorization and document matching. A specialist reviews and corrects. Senior review signs off before close. Not "technically caught up" — actually rebuilt.
Seamless transition to monthly close
Once current, you transition seamlessly to monthly close — same team, no handoff. Overdue tax filings get handled, and we negotiate penalty mitigation where it's possible. Your books are easier to maintain going forward.
Common questions.
How far behind can I be?
How much does it cost?
What if I don't have all the records?
Can you also file my back taxes?
Ready to hand off your catch-up bookkeeping?
Book a 30-minute demo. We'll show you what your current setup is missing and how we close the gap.