Catch-up Bookkeeping Services
Professional bookkeeping catch-up services for small business owners who have fallen behind and need accurate, up-to-date financial records fast
Is Your Bookkeeping Falling Behind?
Pricing varies for catch-up services
Have your books been sitting untouched for months? Getting calls or letters from the CRA? You are not alone, and it is not too late to regain control of your finances.
Falling behind on your bookkeeping can feel overwhelming, but the longer it sits, the worse it gets. Penalties add up, deadlines pass, and tax season becomes a scramble.
Our catch-up bookkeeping services are designed to help small businesses get back on track quickly and stress-free, with clean books, accurate records, and the confidence to move forward.
WHAT'S INCLUDED
Who Is This For?
Our bookkeeping catch-up services are designed for small business owners who:
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Are more than 3 months behind on their books.
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Have missed CRA deadlines and are dealing with penalties, calls, or letters.
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Have past transactions that are unrecorded, uncategorized, or improperly documented.
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Were caught off guard by tax season and are not ready.
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If any of these sound familiar, we can help. Whether you need a full bookkeeping cleanup or just need to get a few months up to date, we will assess your specific bookkeeping needs and build a customized plan to get you sorted.
How Does It Work?
We keep the bookkeeping process simple and straightforward so you know exactly what to expect.
Step 1
Diagnostic Review
We start with a brief review of your QuickBooks Online account to assess exactly what is outstanding and where things stand. This helps us understand the scope of your catch-up project and identify any missing documents, bank statements, credit card statements, or expense receipts.
Step 2
Checklist of What We Need
You will receive a clear list of the necessary documents and information we need from you to complete your books. No guessing, no back and forth.
Step 3
We Get to Work
Our team works through your backlog of business transactions and takes care of all the data entry, categorization, and reconciliation.
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All expenses are properly categorized and documented.
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Income is tracked accurately across all accounts.
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Bank accounts and credit card statements are fully reconciled.
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Accounts receivable are reviewed and up to date.
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CRA compliance and sales tax filings are completed.
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Financial records are accurate and properly organized.
Step 4
You Get Your Reports
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Once everything is caught up, you will receive a complete year-end package ready for your tax accountant, along with financial statements and financial reporting so you have a clear, confident picture of your business finances. Preparing accurate records for tax filing has never been easier.
How Much Does Catch-Up Bookkeeping Cost?
Catch-up bookkeeping cost is based on your monthly bookkeeping fee multiplied by the number of months that need to be caught up. Pricing typically starts at around $350 per month of catch-up, depending on the size and complexity of your business. Most catch-up projects can be completed within a few weeks.
Save 20% when you sign on for ongoing bookkeeping services.
If you decide to move forward with our monthly bookkeeping services after your catch-up is complete, you will receive a 20% discount on all catch-up months. It is our way of making it easier for you to get current and stay current with professional bookkeeping and reliable support going forward.
Why Choose Vert Accounting?
We are based in Squamish and provide professional bookkeeping services to small businesses across British Columbia and Canada-wide. We know the CRA deadlines, the provincial requirements, and the cash flow pressure that comes with being behind. Our bookkeeping services are designed to give small business owners peace of mind, timely updates, and the clean books they need to focus on growing their business.
We work exclusively with service-based businesses, so we understand your specific bookkeeping needs and can ensure accuracy across every step of the process.
Common Questions Asked
Do I need to use QuickBooks Online?
Yes, we work exclusively in QuickBooks Online. If you are on a different program, we can help you migrate before we begin. QuickBooks is cloud-based, easy to use, and makes the ongoing bookkeeping process seamless for both of us.
What documents will I need to provide?
We will send you a checklist after the diagnostic review. Typically, this includes bank statements, credit card statements, expense receipts, and any other records related to your business transactions. Do not worry if things are disorganized; we will guide you through it.
How long does a catch-up take?
It depends on how far behind you are, the complexity of your business and how quickly you can get us the things you need. Most catch-up projects are completed within a few weeks to a month or two. Once we complete the diagnostic review, we will give you a clear timeline so you know what to expect.
What happens after the catch-up is done?
You have two options: you can take over from there, or you can sign on for our ongoing bookkeeping services so this never happens again. Clients who continue with monthly bookkeeping receive 20% off their catch-up months and benefit from timely updates, accurate books, and ongoing CRA compliance throughout the year.