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Beyond the core three
Falling behind on bookkeeping is common and it compounds: each unreconciled month makes the next one harder to trust. Catch-up bookkeeping treats the backlog as its own project, rebuilding and reconciling records so your books are current and ready for tax filing or ongoing service.
The Project
Catch up bookkeeping is a one-time project that brings overdue books current: gathering statements, reconciling every account, correcting errors, and flagging missing records. Juris CFO scopes each cleanup around how far behind you are and hands you books ready for tax filing.
The work moves through a backlog in order: collect statements, reconcile each account from the oldest month forward, then review categories and reports. Each month's ending balance feeds the next, so early errors are fixed first.
If you are behind on bookkeeping, past due bookkeeping help starts with an assessment of which months and accounts are affected, so you do not pay to redo sound work.
Tax Season
Bookkeeping cleanup for tax filing means reconciled records are ready before your return is prepared. If a deadline is close, tell us up front and we will sequence the tax year in question first.
Our bookkeeping cleanup services cover the backlog only; ongoing monthly bookkeeping and tax preparation are separate. Catch up bookkeeping services are quoted after a consultation, based on months behind, accounts, and volume.
What's included
What you get
Custom quote — scoped to your needs
Good fit
Not included
Before you reach out
Gather every bank, card, and processor statement for the backlog, reconcile each account oldest to newest, correct miscategorized entries, then bring the file current. Juris CFO runs this as a defined project and hands you reconciled books.
It depends on months behind, number of accounts, transaction volume, file condition, and deadlines. Juris CFO does not publish fixed prices; we provide a tailored quote after a consultation and confirm scope before starting.
There is no single limit; it depends on your entity type, state, and any extension. A return needs reconciled figures, so Juris CFO can prioritize the tax year in question. Confirm deadlines with your tax professional.
Gather statements or access for every bank, card, loan, and processor account, plus any existing file, invoices, and payroll reports. Missing documents do not stop the project; Juris CFO lists gaps early.
You receive reconciled books and a written summary of corrections. From there Juris CFO can hand off to your tax preparer or move you into ongoing monthly bookkeeping so the records stay current.
Not quite right?
Recording every transaction accurately, so the numbers underneath your business are never in question.
Learn moreTurning recorded transactions into reviewed, reconciled, and explained financial performance.
Learn morePreparing personal and business tax returns based on your recorded and reviewed financial information.
Learn moreSenior-level oversight of your accounting function — without hiring a full-time controller.
Learn more