How Catch-Up Works
Your CPA sets the order. We do the books.
When more than one year is behind, your CPA decides the order the years are done in, since your CPA is the one filing the returns. We work to that order.
- A free 30-minute call about where things stand and how far back it goes
- We look at your file and records before either of us commits to anything
- You get the scope and the cost in writing, with no surprises later
- Each year is entered and reconciled against your bank, credit card and loan statements
- You see what we find as we find it
Catching up is recording what was never entered. If some of what was entered is wrong, that is cleanup, and books that are years behind usually need some of both. Here is how cleanup and catch-up fit together, and if your books are in QuickBooks, here is what we usually find in QuickBooks files.
