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Catch-up bookkeeping services
Months behind on your books? We reconcile, recategorize and bring everything current, then hand you a clean starting point.
From backlog to current, in one project
Books fall behind for ordinary reasons: a bookkeeper leaves, the business grows faster than expected, or bookkeeping simply drops down the list. The longer it waits, the harder it is to trust your numbers or file on time.
A catch-up project starts with a review of where your books stand. We then reconcile every bank and credit card account for the missing periods, fix miscategorized transactions, clear duplicate or uncleared items, and document anything that needs your input.
At the end you receive reconciled books up to date and a summary of the adjustments made. From there you can continue with monthly bookkeeping, or hand the clean file to your own team or CPA.
What's included
We agree the exact scope with you before work begins.
Initial review
An assessment of open periods, account balances and the work required.
Past-period reconciliations
Bank, credit card and loan accounts reconciled month by month.
Categorization fixes
Uncategorized and miscategorized transactions corrected consistently.
Cleanup of old items
Duplicate, stale and uncleared transactions investigated and resolved.
AP and AR cleanup
Open bills and invoices reviewed so aging reports reflect reality.
Adjustment summary
A record of what changed, so your CPA can see exactly what was done.
How it works
A clear start, then a dependable monthly rhythm.
Discovery call
We learn about your books, software and what you need.
Proposal
You receive a clear scope and a fixed quote.
Onboarding
You grant access to your systems and we review past records.
Delivery
Work is completed on schedule, with questions flagged clearly.
Why CoastBridge
US accounting experience
Our team is led by an accountant with 7+ years in accounting, most of it serving US clients.
Work done overnight
Our India-based team works during your night, so updates are ready each morning.
Documented processes
Written checklists and review steps keep quality consistent month to month.
Access you control
We work through user access you grant and can remove at any time.
Questions about catch-up
How long does a catch-up project take?
It depends on how many months are behind and your transaction volume. We give you an estimate after reviewing your file.
What do you need from us?
Access to your accounting software and bank feeds or statements for the open periods, plus answers to questions on unusual transactions.
Can you continue after the cleanup?
Yes. Many clients move straight into monthly bookkeeping once their books are current, so they don't fall behind again.
How is pricing set?
Catch-up work is quoted as a fixed project fee after we review how many periods and accounts need work.
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Ready to talk about your books?
Tell us what you need and we'll reply by email to set up a call.