TaxReturn Ready
Clean, reconciled financials your CPA can file from directly.
Catchup Bookkeeping
Catchup Bookkeeping Services
Fixed scope, fixed timeline catch up bookkeeping to bring months or years of pending books current — reconciled and ready for tax.
Overview
What this service covers
We take pending months (or years) of transactions and process them end to end — categorization, reconciliations, AP / AR, monthly closes — so you finish with clean, tax ready financials and an ongoing rhythm you can maintain.
Benefits
Why clients keep this service on retainer
Predictable Timeline
Fixed timeline agreed upfront after a quick diagnostic.
No More Backlog Stress
One team owns the catch up until it's fully current.
Rolls Into Monthly
Optional smooth handover into ongoing monthly bookkeeping.
What's Included
Everything We Handle for You
A clear, senior reviewed scope so you know exactly what's delivered every month.
Full transaction categorization for the catch up period
Bank and credit card reconciliations
AP / AR and vendor / customer ledger updates
Monthly close for every pending month
Reconciled financials for tax filing
Handover into ongoing monthly bookkeeping
Why CALVIQO
Built for Trust, Accuracy & On Time Reporting
Direct Communication
You talk to the two people actually doing your books — no account managers, no ticket queues.
Personalized Attention
A small client list on purpose, so every engagement gets careful, senior level attention.
Accurate & Confidential
Every entry doublechecked, NDAbacked and handled with secure, least privilege access.
Fast Turnaround
Samebusinessday responses on weekdays and a fixed monthly delivery calendar you can plan around.
Ideal Clients
Who this works best for
- Businesses months or years behind on bookkeeping
- Founders facing an urgent tax filing deadline
- Companies switching accountants midyear
- Startups cleaning up before a funding round
Software Expertise
Tools we work in for this service
We work directly inside the software your business already runs on, no forced migrations, no extra tools to learn.
QuickBooks OnlineXeroTally PrimeZoho BooksMicrosoft Excel
Our Process
Simple, Repeatable & Stress Free
Discovery Chat
A short intro over email with our two person team to understand your business, tools and priorities.
Setup & Onboarding
Software access, chart of accounts review and a monthly cadence tailored to you.
Monthly Delivery
Entries, reconciliations and close handled personally, same people every month.
Reports & Direct Support
Reviewed reports on a fixed date, plus direct email access on weekdays.
Catchup Bookkeeping, FAQs
Ready to move? Send an inquiry.