Catch Up Booking

This is for those who don’t have bookkeeping and haven’t been keeping good records.

Our Process:

  • Once you sign on as a client, what we do is request your login info to get access to your bank and credit card statements.
  • Even if you keep track of your expenses using an excel spreadsheet, the IRS won’t accept that as a form proof income/expenses if you’re ever audited.
  • We’re responsible for getting all of the necessary information from you, such as how many credit cards you have (including paypal, stripe,etc.) and what bank accounts you use. 
  • We then create a set of books for you using the information we collect.