Behind on your books? We can help you get back on track.
Falling behind happens quickly — you were busy running the business. You don't need to feel embarrassed or overwhelmed. We help you organize overdue bookkeeping and rebuild a more accurate financial foundation.
Catch-up bookkeeping brings incomplete periods up to date.
Your books may be behind because of any of these — and that's exactly what we're here to sort out:
Related services — but not always the same thing.
Catch-Up Bookkeeping
Appropriate when books are incomplete but the existing structure is reasonably usable. The goal: enter, categorize and reconcile the missing months.
Cleanup Bookkeeping
Needed when transactions were entered, but records contain real errors — duplicates, misclassifications, unreconciled accounts, or bad opening balances.
Some engagements need both — we determine the right scope after reviewing your records.
Your books may need attention if...
You don't need to diagnose every problem yourself — we start with a review of your current records.
Scope depends on the condition of your books.
- Review of the existing QuickBooks file
- Review of prior financial statements
- Transaction categorization
- Bank & credit card reconciliation
- Loan account reconciliation
- Review of owner contributions & distributions
- Identification of personal expenses
- Recording fixed-asset purchases
- Review of A/R and A/P
- Preparation of updated financial reports
- Coordination with tax preparation
Some problems need additional work.
- Reconstruction of missing records
- Extensive receipt entry
- Payroll tax corrections
- Sales tax corrections
- Inventory reconstruction
- Job-costing corrections
- A/R collection, A/P management
- Amended tax returns
- IRS or state notice responses
- Forensic accounting
- Multiple prior-year tax returns
From incomplete records to organized books.
Initial Review
How far behind, which system, how many accounts, and what problems you've noticed.
Access & Documents
Accountant access to QuickBooks plus statements, payroll and prior returns.
Diagnostic Review
We identify missing periods, unreconciled accounts, and problem areas.
Scope & Proposal
Periods, corrections, documents needed, fee and terms — before work begins.
Catch-Up Work
We categorize, reconcile, and complete the agreed bookkeeping periods.
Review & QC
We check the completed books for inconsistencies and open questions.
Financial Reports
Updated P&L, balance sheet, general ledger for the completed period.
Next Steps
We recommend monthly bookkeeping, tax prep, payroll fixes, or planning.
Complete records help reduce delays.
Financial Accounts
- Bank & credit card statements
- Savings statements
- Loan & line-of-credit statements
- Merchant processor reports
Income Records
- Sales reports
- Forms 1099-K, 1099-NEC
- Deposit summaries
- Customer payment records
Expense Records
- Receipts, vendor invoices
- Contractor payments
- Reimbursements
- Vehicle & mileage records
Payroll Records
- Payroll reports, Forms 941
- Forms W-2 and W-3
- State payroll reports
- Officer compensation
Business Records
- Prior tax returns
- Prior financial statements
- Asset purchase documents
- Ownership & contribution records
Not every document applies to every engagement.
Catch-Up & Tax Preparation
Tax returns shouldn't start with unreliable books. Catch-up creates the foundation your return needs.
Explore Business Tax Preparation →Catch-Up for Business Owners
We'll help you identify personal expenses, owner draws, distributions, and loans to get owner activity classified correctly.
After the Catch-Up
Once your books are current, monthly bookkeeping keeps them that way — no need to catch up again.
Explore Monthly Bookkeeping →Professional help, without judgment.
We Meet You Where You Are
Being behind doesn't mean you've failed. We focus on the path forward.
We Review Before Quoting
Fee and scope reflect the actual condition of your books — not just months involved.
We Reconcile the Accounts
We compare accounting records against statements and available support.
We Understand the Tax Connection
We consider how the records affect both business and personal returns.
We Communicate Clearly
We explain what's missing, what needs correction, and what's out of scope.
Bilingual Service
Client support is available in English and Spanish.
Catch-up work requires your participation.
- Providing accounting access
- Providing complete financial statements
- Identifying unclear transactions
- Explaining owner transfers
- Providing payroll and loan records
- Responding to questions promptly
- Disclosing all business accounts
- Informing us of cash activity
- Providing missing records
- Reviewing completed reports
The timeline depends heavily on record completeness and how quickly you respond.
Protect your financial information.
Please don't send these through regular email, text, or WhatsApp:
Quick answers before you get started.
How many months can you catch up?
One or multiple incomplete months, including prior-year periods — it depends on the records available.
How much does catch-up bookkeeping cost?
It depends on months involved, transaction volume, number of accounts, condition of the books, and level of correction required. We review your books before confirming scope and fee.
Can you give me a price without reviewing the file?
We may offer an initial range, but an accurate proposal generally requires a review of your accounting records.
Can you finish my books before the tax deadline?
It depends on time of year, complexity, and how complete your documents are. Submitting early improves the odds.
What if I don't have all my receipts?
Bank and credit card statements can help identify transactions, but may not establish business purpose or deductibility. You remain responsible for supporting documentation.
Can you fix work from another bookkeeper?
Yes. We first evaluate what can be retained and what needs correction.
Does catch-up bookkeeping include tax preparation?
No. Business and personal tax preparation are separate services.
Can you work directly in QuickBooks Online?
Yes — it's our preferred platform for most bookkeeping engagements.
Will you recreate several years of records?
Possibly, depending on the availability and quality of records. Multi-year reconstruction needs a separate review and scope.
Do I need monthly bookkeeping after the cleanup?
Not required, but recurring service helps prevent the books from falling behind again.
Catch-up bookkeeping is project-based.
Fees may depend on number of months, accounts, transaction volume, payroll/sales tax activity, condition of the chart of accounts, and how many corrections are needed. A business six months behind with clean activity may need less work than one three months behind with unreconciled accounts and payroll errors.
After the diagnostic review, we'll provide the recommended scope and fee.
Ready to get your books back on track?
Tell us how far behind things are, give us access to what's available, and let us help identify the next step. The goal isn't perfection overnight — it's a more reliable foundation for your business.
Catch up. Get organized. Move forward with confidence.
ServiAmigo Tax & Advisory provides catch-up bookkeeping, monthly bookkeeping, business tax preparation and advisory support for small business owners.
Based in Magnolia, Texas. Serving clients nationwide. Service available in English and Spanish.