Most new clients come to us behind
Maybe a bookkeeper quit, the business grew faster than expected, or tax season snuck up on you. Whatever the reason, being behind on your books is common, and it can be fixed.
We go slowly at first. We gather what you have, bank statements, receipts, old files, and rebuild your books month by month until everything is accurate and up to date.
When we’re done, you’ll have clean records, clear reports, and the peace of mind of knowing you’re compliant.
Catch-up and cleanup includes
- Months or years of missing bookkeeping
- Unreconciled bank and credit card accounts
- Miscategorized or duplicate transactions
- Messy QuickBooks files, or moving from spreadsheets or other software
- Missing records for a loan, a bank, or a tax preparer
- Payroll records and payroll tax filings that fell behind
From behind to caught up
Tell us where you are
A free, no-pressure conversation about how far behind you are and what records you have.
We rebuild your books
We work through it month by month, billed hourly only during this cleanup phase.
Stay current
Once you’re caught up, a flat monthly plan keeps you from falling behind again.
Common questions
How far behind can I be? Can you still help?
Yes. We’ve helped businesses that were a few months behind and businesses that were years behind. We start with what you have and rebuild from there.
What do I need to get started?
Your bank and credit card statements are the most important. Receipts, invoices, payroll reports and any old bookkeeping files help too. If you’re missing some, we’ll help you request copies.
Will I get in trouble with the IRS for being behind?
Getting your books current is the best first step to fixing any filing problems. Once your books are caught up, Doug Campos, our Enrolled Agent, can help you file missing returns and talk with the IRS if needed.
Get in touch today for a free consultation
Discover how Avance Accounting can help your business grow with confidence.