Catch-Up Bookkeeping
Prices starting at:
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Bringing your books up to date when no prior bookkeeping exists. Transactions are recorded, categorized, and reconciled from historical bank/credit card statements and receipts.
Who it's for:
Business owners with no bookkeeping history who need past transactions entered and reconciled.
Entrepreneurs preparing for tax season or financial reporting.
What's included:
Entering & categorizing past transactions
Reconciling bank & credit card accounts
Cleaning & organizing data feeds
Identifying & resolving discrepancies
Sales tax filing reports (if applicable)
QBO setup & optimization (if applicable)
Option to transition into Ongoing Bookkeeping
How it works:
Fill out the intake form to give BWB a sense of your bookkeeping history
BWB will reach out to book a discovery call ($25 deposit applies toward service)
After the call, client grants access to bank & software accounts
Client receives a custom quote & Engagement Letter
Beck enters & reconciles past transactions
Receive organized, tax-ready books
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