t
- Sherry Hergott
- Dec 5, 2025
- 2 min read
Behind on Your Books? You're Not Alone — and You’re in the Right Place.
Running a business is busy, and bookkeeping often slips through the cracks. When year-end approaches, the pressure builds fast: tax deadlines, missing receipts, unreconciled accounts, and numbers that just don’t look right.
Whether you're a few months behind or facing a full year of cleanup, year-end and catch-up bookkeeping brings your financials back to accuracy—so you can move forward with confidence.
Why Catch-Up Bookkeeping Matters
Know Your Numbers
Accurate books help you make informed decisions about pricing, spending, hiring, and growth.
Stress-Free Tax Season
Clean, organized financials mean:
More deductions
Less stress
No last-minute scrambling
Avoid CRA Issues
Proper records protect you from penalties, errors, and unnecessary audits.
Peace of Mind
There’s nothing like the relief of knowing everything is up-to-date.
What’s Included in Year-End Bookkeeping
✔ Full Bank & Credit Card Reconciliations
Every transaction matched to your statements.
✔ Review & Cleanup of Income and Expenses
Correct categories, accurate coding, and error fixes.
✔ Payroll, Sales Tax, and Loan Reconciliations
All numbers aligned with CRA, lenders, and payroll reports.
✔ Balance Sheet Cleanup
Shareholder loans, owner’s draws, prepaid expenses, assets—organized and correct.
✔ Receipt & Documentation Organization
Digital attachments and audit-ready support.
✔ Year-End Reports for Your Accountant
Profit & Loss, Balance Sheet, General Ledger, and supporting schedules.
Catch-Up Bookkeeping: How It Works
STEP 1: Collect Your Financial Information
Bank statements, credit card statements, receipts, payroll records, POS data, loan statements—everything needed to rebuild accurate books.
STEP 2: Reconstruct Your Books Month-by-Month
Each month is entered, reconciled, and reviewed until all periods are complete.
STEP 3: Clean Up Errors & Reclassify Transactions
We correct mis-categorized expenses, missing income, wrong tax codes, duplicate entries, and personal vs. business charges.
STEP 4: Deliver Clean, Accurate, Up-to-Date Books
Your numbers become reliable, clear, and ready for year-end reporting.
Signs You Need Catch-Up Bookkeeping
You haven’t reconciled in months
You’re unsure how much your business actually made
Tax time stresses you out
Your accountant is asking for reports you can’t pull
Your balances don’t look right in QuickBooks
You’re overwhelmed and don’t know where to start
If this sounds like you, catch-up bookkeeping will help you take control.
Why Work With a Professional Bookkeeper?
✔ Faster & more accurate cleanup
We know exactly where problems hide.
✔ Clean books for tax filing
Your accountant receives complete, organized, audit-ready records.
✔ Better financial insights
Understand your cash flow, margins, and business performance.
✔ Systems to help you stay caught up
No more falling behind.
Ready to Get Your Books Caught Up?
I help business owners get back on track with accurate, reliable bookkeeping.
You’ll receive:
A clear catch-up or year-end plan
Transparent pricing
Clean, reconciled books
Full support every step of the way
Let’s take the stress out of year-end.
👉
Comments