Catch-Up Bookkeeping

We restore months or years of incomplete or inaccurate bookkeeping by reconstructing financial data and preparing clean, reliable records. Ideal for businesses behind on taxes or preparing for funding.

Who this is for

Service businesses & startups behind on books

What sets this engagement apart

  • Fast turnaround
  • IRS-compliant

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Catch-Up Bookkeeping is included in the following Soarx packages.

Pkg 04Cleanup + MigrationA focused project to clean existing records and move the business into a modern Xero workflow.
$300/mo cleanup + $750 migration
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Ready to talk about catch-up bookkeeping?

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