Get My Fixed-Fee Quote ➔

For U.S. small businesses

Catch-Up Bookkeeping That Gets Your Books Tax-Ready

Behind on your books? Our catch-up bookkeeping service cleans up and reconciles your records, then delivers tax-ready financials for your tax preparer.
  • ✓ 2-minute form
  • ✓ Quote in 1–2 business days
  • ✓ Fixed fee, agreed upfront
  • ✓ Everything by email — no sales calls
Get My Fixed-Fee Quote ➔

Most one-year cleanups are tax-ready in 2–4 weeks.

Small-business owner reviewing clean, tax-ready financials after catch-up bookkeeping

Works with the tools you already use

QuickBooks Online Xero Shopify Amazon Stripe PayPal Square

Don’t see your tools? We work with most platforms, and we can also work straight from spreadsheets, bank statements, and receipts.

Situations Our Bookkeeping Clean-Up Services Solve

These are the jobs our catch-up and clean-up service handles every week — messy QuickBooks included. If yours looks similar, it’s routine work for us.

Years Behind, Messy Books, or Both

A few months of catch-up or a multi-year bookkeeping cleanup — we work through it in order and reconcile every account in the agreed scope. Personal expenses mixed in? We untangle those too, working from whatever you have: software, spreadsheets, or a box of receipts.

Selling or Restructuring Your Business

Buyers, partners, and their advisors expect clean, reconciled financials before a sale or restructuring goes through. We get your books in order so the numbers hold up — for the deal and for your own tax preparer.

Applying for a Loan or Financing

Lenders want financials they can trust. We deliver a reconciled P&L and Balance Sheet, organized the way your lender expects to see them.

Received an IRS Notice?

A notice usually means your records need to back up your numbers. We rebuild and reconcile the books so you and your tax professional have solid figures to respond with.

Don’t see your specific situation here? Tell us about it ➔

What You’ll Receive

Your complete Tax-Ready Handoff Package:

  • Reconciled accounts
  • Profit & Loss statement
  • Balance Sheet
  • Clean, categorized records
  • Ready for your tax preparer

Bookkeeping cleanup only — not tax returns, payroll, or audit. We hand your finished books to your own tax preparer.

How Our Catch-Up and Clean-Up Bookkeeping Process Works

Three steps, all by email.

  1. 01

    Tell Us Your Situation

    Complete the 2-minute form — just some basic details about your business and backlog. You’ll get a quick email to confirm it’s you, so watch your inbox and just reply “YES.”

  2. 02

    We Send Your Fixed Quote

    We review what you’ve shared and go over the scope of the work with you. Once we have everything we need, your fixed-fee quote lands within 1–2 business days. If the quote works for you, we schedule the agreed work as soon as payment’s confirmed.

  3. 03

    Receive Tax-Ready Financials

    Your complete Tax-Ready Handoff Package arrives in your inbox, reconciled and ready to hand to your tax preparer.

What Working With Us Looks Like

The whole conversation happens in your inbox. An illustrative exchange:

Illustrative example
My Shopify payouts never match my sales — can you untangle this?
BO
Business owner <owner@yourstore.com>
to The Trusty Books <support@thetrustybooks.com>

Hi — I run an online store, and I’m about two years behind on the books. The Shopify and Stripe deposits never match my sales reports, and honestly I stopped trying. I’ve attached last quarter’s payout report so you can see what I mean. Can this even be untangled?

shopify-payouts-Q1.csv
TTB
The Trusty Books <support@thetrustybooks.com>
to owner@yourstore.com

It can — and you’re not the first store owner to hit this wall, so no worries there. Your part is actually already done: the report you sent is all we need. Here’s what happens on our side:

  • We split every payout into gross sales, processing fees, and refunds
  • We book the fees as real expenses — so your revenue isn’t quietly misstated
  • We match every deposit to your bank and reconcile, month by month

No spreadsheets or prep work on your end — we work straight from the records. By the end, your P&L shows true sales and true costs, and your books agree with your bank.

— The Trusty Books
support@thetrustybooks.com
BO
Business owner <owner@yourstore.com>
to The Trusty Books <support@thetrustybooks.com>

Honestly, easier than I expected — I thought I’d get homework. It’s all yours; glad this is finally off my plate.

Small-business owners catching up on bookkeeping with laptops and paperwork in their workshop

Hand it off. Get back to running your business.

You didn’t start a business to spend nights untangling last year’s transactions. Send us the backlog: we reconcile every account and email back tax-ready books while you get on with your work.

Get My Fixed-Fee Quote ➔

Takes 2 minutes · No phone calls

Get Your Quote

Tell us where your books stand. Once we have everything we need, we’ll email your free, fixed-fee quote within 1–2 business days — no obligation. No phone number required.

🔒 Your information is handled securely and only shared with the service providers needed to process your request.

Frequently Asked Questions

Pricing & Scope

How much does catch-up bookkeeping cost?
It depends on three things: how many months you’re behind, how many bank and credit card accounts are involved, and your transaction volume.

We review your situation first, then send you a fixed-fee quote, usually within 1–2 business days. You’ll know the exact cost before any work begins — no hourly billing, and no surprise invoice at the end. If the scope turns out bigger than expected, we’ll agree on a new number with you before continuing.
I’m multiple years behind. Do I have to pay everything at once?
No — you won’t have to pay it all at once. For multi-year cleanups we can break the project into phases and spread the payments to match, with the exact terms set out in your fixed-fee quote. We work year by year, in order, so you’re never hit with one large bill.
What’s not included in catch-up bookkeeping?
We focus strictly on bookkeeping cleanup and catch-up. Outside our scope: tax returns, tax advice, audit support or IRS representation, payroll and payroll taxes, and sales tax.

You receive a clean, tax-ready financial package, and your tax preparer (or the right specialist) takes it from there.

Process & Delivery

What happens after I request a quote? What do you need to get started?
Step by step:
  1. Submit the form — You’ll share basic details about your business and backlog, then reply “YES” to a short verification email to confirm your request.
  2. We review your situation — Our team goes through your submission. Because every business is different, we may follow up by email with a few specific questions or request additional documents — bank statements or accounting software access, depending on your books.
  3. You receive a fixed quote — Once we have what we need, your fixed-fee quote arrives within 1–2 business days.
  4. Confirm and pay via Stripe — We schedule the agreed work.
  5. Project complete — You receive your Tax-Ready Handoff Package — clean financials, ready for your tax preparer.
Everything is handled by email, start to finish.
Do you file my taxes?
No — we focus strictly on bookkeeping cleanup, not tax filing or tax advice.

You get a complete, tax-ready financial package that’s ready to hand off. We work alongside your tax preparer, not instead of them. When tax season comes, everything they need is already prepared.

Software & Timeline

Do I need QuickBooks Online?
No. You don’t need an existing software subscription to get started.

We work with QuickBooks Online and other platforms. If you don’t have accounting software, we can build everything from your bank statements, spreadsheets, or receipts. Either way, you end up with clean books and a clear picture of where your business stands.
How long does the cleanup take? Do you offer ongoing bookkeeping?
Most one-year cleanups are completed within 2 to 4 weeks, depending on how quickly we receive your documents.

Once you’re caught up, you never have to go through this again. Our optional monthly bookkeeping keeps your books current year-round, so next tax season, everything is already done.

Most one-year cleanups go from messy books to tax-ready in 2–4 weeks.

Start with a 2-minute form. We handle the rest.

Fixed fee, agreed upfront. No calls, no meetings. Secure payment via Stripe. Quote in 1–2 business days.