Catch-Up Bookkeeping

Cleaning up and bringing current past months or years of bookkeeping that has fallen behind. We work through the backlog systematically, reconcile every account, and deliver a clean set of books ready for tax filing or ongoing maintenance.

The Cleanup

This is for businesses that have fallen behind. Maybe you spent the entire building season focused on jobs and now it’s winter and the books haven’t been touched in eight months. Maybe you started doing your own bookkeeping and realized somewhere around month four that nothing reconciles. Maybe you just took over a company and inherited a mess that wasn’t yours to begin with.

We approach this as a contained project. We look at what exists, figure out what’s missing, and work through the backlog month by month until everything is current and accurate. The goal is a clean set of books you can hand to your CPA or use as a foundation for proper ongoing bookkeeping.

The Scope

Before we quote a price, we need to understand what we’re working with. How many months are behind? What records do you have? Are there bank statements, receipts, invoices? We assess the gap and give you a fixed project price to close it. No surprises.

The Process

We work through each month systematically. Transactions get categorized. Bank and credit card accounts get reconciled. Missing pieces get tracked down. For contractors, we sort costs by job so you can see what actually happened on each project.

What's at Stake

Messy books create a fog over your business. You don’t really know if you made money last year. You can’t answer basic questions about which jobs were profitable and which ones weren’t. There’s a constant low-grade anxiety about what’s hiding in the numbers you haven’t looked at.

For contractors and tradespeople, the stakes are higher. Bonding companies want accurate financials. Banks need clean records before they’ll discuss equipment loans. You can’t bid the next project with confidence if you don’t know what the last one actually cost. And every month you wait makes the cleanup more expensive.

Tax Complications

Your CPA needs accurate financials to file your returns. Without clean books, you’re either guessing on deductions or missing legitimate expenses. If you’ve been delaying filing because the records aren’t ready, penalties are stacking up every month.

Blind Decision Making

Should you hire another crew? Buy that excavator? Take on the bigger commercial project? These are financial decisions that need financial data. Without accurate books, you’re making important choices based on your bank balance and gut feeling instead of real numbers.

The Outcome

The backlog is gone. Every month that was missing is now complete and reconciled. You have accurate financial statements you can hand to a banker, a bonding company, or the IRS without embarrassment. The uncertainty about where you stand financially is replaced with actual numbers.

For contractors, the cleanup includes sorting costs by job whenever possible. You finally get to see which projects made money and which ones ate your margins. That visibility is often the first time a business owner truly understands how their company performed.

Ready for Tax Season

Your CPA gets what they need to file accurate returns. Deductions are documented. Income matches deposits. If there were years you couldn’t file because the books were a mess, that roadblock is removed. You can stop worrying about what happens if the IRS asks questions.

A Clean Foundation

The catch-up project ends with books that are current and organized. From there you can handle things yourself with a clean slate, or move into ongoing monthly bookkeeping with proper job costing. Either way, you’re starting fresh instead of digging out of a hole.

Utah's Construction Bookkeeping Specialists