Catch-Up Bookkeeping
4 min read
Owner Draws and Personal Cards on Reconstructed Books
Mixed-use cards and owner transfers are where catch-up files usually break. Here is how I treat draws, personal spend, and missing memos so the books stay honest.
White-Label and Outsourced Bookkeeping
Practical guidance for CPA firms on delivery models, catch-up reconstruction, staffing, and building capacity without the hiring headache.
- Catch-Up Bookkeeping4 min read
What Happens After the $499 Diagnostic
The diagnostic is a read-only review, not the rebuild. Here is what you actually receive, what the $499 credits toward, and what does not start until you approve a number in writing.
- Catch-Up Bookkeeping4 min read
Sept 15 and Oct 15 Are Filing Deadlines, Not Bookkeeping Deadlines
An extension buys time to file, not time to invent books. If the ledger is still a pile of statements, Sept 15 and Oct 15 will arrive with nothing to give the preparer.
- Catch-Up Bookkeeping4 min read
2 Years Behind on Bookkeeping: What to Do Before the Next Tax Deadline
Two years of unfiled books is a reconstruction job, not a monthly close. Here is how I would scope it, what records you actually need, and what a $499 diagnostic is for.
- Catch-Up Bookkeeping3 min read
Books for a Loan or Underwriter: Tie Out to the Bank, Do Not Estimate
Lenders walk revenue to deposits. If the books cannot survive that, the file stalls. Here is what I rebuild when an underwriter is waiting.
- Catch-Up Bookkeeping3 min read
Missing Records and Bookkeeping Gap Reports: What We Do With the Holes
Shoebox files and missing months are normal. Unsupported numbers go in a gap report. They do not get estimated into the P&L so the year looks finished.