Business Accounting · Year-end catch-up
Tried DIY or AI bookkeeping? We’ll finish your year for your CPA.
You did a lot of the work. We close the gaps, tie every account to its statement, and hand your CPA one clean year they can file from.
Short Zoom call · No books or reports needed
Custom quote, starting at $2,000.
A single business with one year to finish and most bank and card statements in hand usually lands near the start. Missing documents, payroll or sales tax that needs untangling, more than one business, or more than one year are quoted higher. You get your quote after the review, before any work starts.
Who it's for
- You kept your own books, or let an app or AI tool categorize them, and the numbers don't look right
- Your CPA asked for “clean books” and you're not sure yours are
- Your bookkeeper left partway through the year
- Bank and card balances in QuickBooks don't match your statements
- You want one year finished, without signing up for monthly bookkeeping
What's included
- An interview about your business, your accounts and what your CPA needs
- A review of what you already have: your QuickBooks file, spreadsheets or AI-tool output
- A portal checklist built for your year, so you know exactly what to upload
- Bank and credit card accounts reconciled to year-end statements
- Transactions cleaned up and categorized so they make sense to your CPA
- Year-end P&L, balance sheet and trial balance that tie out
- A short note on open items for you and your CPA
Quoted separately when needed: more than one business, inventory, prior years, payroll or sales tax filings, and ongoing monthly books.
We don't prepare income tax returns or do audits. Your CPA does that. We give your CPA clean, tied-out books to work from.
How it works
- 1
Interview.
A short call about your business, your accounts and your CPA's deadline.
- 2
Review what you have.
We look at your books as they are today, mess and all, and send a custom quote.
- 3
Upload through the portal.
You get a checklist of exactly what we need: statements, payroll reports, loan papers. Upload each item to our secure portal. Never by email.
- 4
We finish and tie out.
We reconcile, clean up and check every account against its statement.
- 5
Your CPA gets one package.
Tied-out year-end reports and a short list of open questions, sent through a secure link.
Catch-up vs. monthly Business Accounting
| Compare | Year-end catch-up | Monthly Business Accounting |
|---|---|---|
| Best for | One year that needs finishing now | Keeping the books clean all year |
| What you get | One CPA-ready year package | Monthly close, reports and a note every month |
| Pricing | Custom quote, starting at $2,000, one time | Custom quote, fixed monthly fee |
| After it's done | You're done. Or move to monthly so next year is easier | Year-end package is part of the service |
Many owners do the catch-up once, then move to monthly Business Accounting so next spring isn't a scramble.
Questions
Can you fix books I did myself or with an AI tool?
Yes. That's who this is for. We start from what you have, keep what's right and fix what isn't. Every account gets tied to its bank or card statement so the numbers hold up.
How much does year-end catch-up bookkeeping cost?
Every job is a custom quote, starting at $2,000. One business with one year and most statements in hand usually lands near the start. Missing records, payroll or sales tax cleanup, more businesses or more years cost more. You get your quote before any work starts.
How long does it take?
It depends on how complete your records are and how quickly documents come in. We give you a timeline with your quote. Uploading everything on the checklist early is the biggest thing that speeds it up.
Do you file my taxes?
No. We don't prepare income tax returns or do audits. Your CPA does that. We finish your books and hand your CPA a tied-out package so they can file. Don't have a CPA? We can help you find one.
What do I need to get started?
Nothing for the first call. After the review, you'll get a portal checklist. It usually includes bank and card statements, loan statements, payroll reports and access to your QuickBooks file if you have one.
Get your year across the finish line.
Short call, no books needed. You'll leave knowing what's missing and what happens next.