Catch-Up Bookkeeping
Your Books Caught Up and Ready for Your CPA in 10 Business Days
If your books are months behind, we bring every account up to date for one fixed price agreed before we start. You get clean reports your CPA can file from, and a list of the vendors who need a 1099.
What You Get
- Every bank and credit card account reconciled to its statements, month by month
- Every transaction categorized, with questions sent to you in one list
- A profit and loss and balance sheet for every period we catch up
- A list of vendors who need a 1099
- Your books handed to your CPA ready to file
- We walk you through your numbers on a call
How It Works
- A 20-minute call to see how far behind the books are. We confirm the price.
- You send bank and card statements, or give read-only access.
- We do the work and send you one list of questions.
- You get the reports within 10 business days of receiving everything.
Terms
- Your part. Give us read-only access to your bank and cards, or send the statements. We send you one list of questions.
- Our guarantee. If your CPA sends the books back, we fix them at no charge.
- Fixed price. One fixed price, set after a 20-minute look at your accounts and agreed in writing before we start. Half when you say yes, half when the books are delivered.
After the Catch-Up
Monthly Bookkeeping
If you want the books kept current every month, we offer monthly bookkeeping. You can decide after the catch-up is done.
Client References
"Ramy has been great to work with. Knowledgeable, responsive, and truly invested in the work. I really appreciate all his help on our finances, and he's done a solid job across the board."
Throne Ventures
"Ramy helped me gain a much clearer view of what's eating up my revenue and how to price things correctly. The planning session gave me practical insights I can actually use."
Mark A.