Behind on your books?

It's fixable. Let's get you caught up.

Months or years behind, you're not the only one, and you won't get a lecture here. We'll look at where things stand, give you a clear quote and timeline, and get your records current and filing-ready.

  • Months or years behind
  • A quote before any work starts
  • No judgment, ever

Sound familiar?

Most people come to us because of one of these.

Tax season is coming

You need your books in order to file, and the deadline isn't moving.

You're applying for financing

A lender or landlord wants financial statements, and they need to be right.

The person who did your books can't anymore

A spouse, parent or past bookkeeper stepped back, and the books stopped with them.

A letter came from the CRA

Don't panic. We'll help you understand what they need and get your records ready to respond.

The shoebox got out of hand

Receipts, statements and invoices everywhere, and no idea where to start.

You just want it off your mind

Sometimes the best reason is simply wanting to stop worrying about it.

How catch-up works

Three months or three years, same clear process.

1

Free 30-minute call, then a review

We look at where your books really stand before quoting anything.

2

A custom quote and timeline

Based on the actual volume of work, so there are no surprises.

3

Reconcile and fill the gaps

Bank accounts, credit cards, invoices and receipts brought up to date, with help tracking down what's missing.

4

Current, and staying that way

Move to monthly or quarterly bookkeeping so you never fall behind again.

Catch-up questions

Good questions we hear a lot.

How long does catch-up take?

Usually a few days to a few weeks, depending on how far behind you are and how many accounts are involved. You'll get a specific timeline after we review your books.

What do I need to gather?

Bank and credit card statements, receipts, invoices, sales records and payroll records for the period. Don't worry if you don't have everything yet.

What if I'm missing documents?

We can still help. Missing paperwork can add time, but we'll help you track it down and fill the gaps where possible.

How much does it cost?

It depends on the volume and complexity of the work, so you'll get a custom quote before anything starts. Catching up usually costs more than staying current, which is why we help you stay current afterward.

What happens after I'm caught up?

We set up a simple routine, monthly or quarterly, so the backlog never builds up again.

I do my own books. Can you just review them?

Yes. We offer an hourly review of books you keep yourself, with advice on setup and best practices. It's a good option if regular bookkeeping isn't in the budget yet.

Let's talk

Book your free 30-minute discovery call.

Pick a time that works for you and tell us a little about where things stand. It's free, and there's no obligation.

Choose a day and time, then fill in a few quick details. Calls are on Google Meet. Prefer a phone call? Just say so in the booking form and we'll call you at the number you provide.

Thanks! Your request is in. We'll reply within one business day (Monday to Friday, 9 am to 4 pm) to set up your free call. Need us sooner? Call 519-900-0378.

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