We Take the Overrun Risk on Cleanup and Catch-Up Bookkeeping. You Keep the Margin.
Complex cleanups, multi-year catch-ups, and historical financials, rebuilt from scratch.
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checkFile scoped and fixed fee quoted before any work begins
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checkOnce accepted, the fee holds, however long the work takes
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checkYour firm sets its own price and knows its margin upfront
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checkBuilt only for CPA, accounting, and bookkeeping firms
Your first file is free. Send it over, judge the work, and share honest feedback. That's how long-term partnerships start.
Exclusively B2B
We only work with CPA firms, accounting firms, bookkeeping firms, and tax firms with accounting work.
No End-Client Marketing
We never market to your clients. Your firm keeps the relationship, the brand, and the billing.
Flexible Engagement
Ad hoc, per project, per client, hourly, or ongoing. Scale up in busy season and down when it passes.
The Overrun Risk Is Ours
The fee is fixed after scope review and held to it. If the file takes longer than estimated, that is our problem, not your firm's.
We Tell You the Hours. You Set the Price.
Firms do not turn down cleanup work because it is hard. They turn it down because nobody can say what it will cost. That unknown is removed before your firm commits to anything.
The price does not move
After a diagnostic on every balance sheet account, you receive a fixed fee and an estimated hours breakdown by phase. If the work runs long, we absorb it. Your firm quotes its client once and keeps the margin it planned for.
The work does not expand
Scope is agreed in writing before anything starts. Anything outside it is quoted separately and approved by your firm first. No surprise invoices in either direction, and no client asking for extras your firm never priced.
Cannot scope it? We will
Send the file and you will get back what is wrong with it, how far back it goes, and what it will take to fix. Firms use this before they even sign the client, so the proposal goes out with a number they can stand behind.
Simple Starting Prices. Fixed Quote Before Work Begins.
Your firm quotes the client, keeps full margin control, and never absorbs unexpected overrun hours.
Catch-Up Bookkeeping
Bring historical books completely current and reconciled.
Complex Cleanup
Untangle broken balance sheets and reconciliations.
Year-End Tax-Ready Package
Clean, finalized numbers ready for tax prep review.
Monthly Bookkeeping
Reliable recurring month-end accounting and reporting.
Final fixed quote confirmed after file review, before any work begins. Minimum project size $149. Every file returned tax ready.
What Can You Outsource to Us?
From a single stubborn reconciliation to years of untouched books, send us the accounting work your team does not have time for.
Catch-Up Bookkeeping
Months or years of books behind?
We bring historical books current, organize transactions, reconcile accounts, identify missing information, and prepare the file for your firm's review.
Complex Cleanup
Books exist but cannot be trusted?
Incorrect balances, unreconciled accounts, duplicated transactions, messy clearing accounts, wrong opening balances, and prior-year issues are investigated and cleaned up systematically.
Monthly Bookkeeping Support
Need help with recurring client work?
Transaction review, reconciliations, month-end accounting, financial statement preparation, and bookkeeping finalization for the clients you assign to us.
Accounting Review & Finalization
Already have bookkeepers preparing the work?
A second layer of accounting support. We review files, identify unusual balances, check reconciliations, and prepare books for tax or management review.
Tax-Ready Books
Tax season eating bookkeeping hours?
We organize and finalize accounting files before they reach your tax team. Fewer bookkeeping questions during preparation and cleaner numbers for the return.
Ad Hoc Accounting Tasks
Do not need another employee?
Sometimes you just need someone experienced to handle one specific accounting problem. Send us the task. No long-term commitment. Minimum project size $149.
Industries We Know Inside Out
Trust accounts, retainage, marketplace payouts, reserve funds. Every industry has its own traps, and the team knows where they are.
Simple for Your Firm
You do not need to redesign your workflow around us. We fit into how your firm already works.
Send Us the Work
Share the client file, project, or accounting issue that needs attention.
We Review the Scope
We identify the work involved, open questions, missing information, and the best engagement structure. You get a quote within 24 hours.
We Do the Accounting Work
Our team works through the bookkeeping, reconciliations, cleanup, or accounting tasks inside your systems.
Your Firm Reviews
We return organized work, supporting notes, and a clear list of open items for your team's review.
Scale Up or Down
Send additional clients or projects whenever your firm's workload requires it.
Send Us the Books Everyone Keeps Avoiding
Some accounting files require more than transaction categorization.
- warning Bank reconciliations that do not agree
- warning Balance sheet accounts that have been wrong for years
- warning Prior-period adjustments mixed with current activity
- warning Personal and business transactions commingled
- warning Loans and payroll balances that do not reconcile
- warning Financial statements that change every time someone opens the file
These are the projects BooksCaughtUp is built for.
We approach cleanup work systematically and work toward a financial file your firm can actually rely on.
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Investigate the root cause, not just the symptom
We trace broken transactions back to source entries.
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Document what we find and what we changed
Full audit trail provided with every completed workbook.
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Identify exactly what is still needed from the client
Clear, itemized requests ready for your client manager to dispatch.
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Hand back a file your reviewer can trust
Tax-ready workpapers and balanced general ledgers without surprises.
Outsource the Way Your Firm Works
Hiring full-time staff for every busy period, cleanup project, or unexpected backlog is not always practical. Use BooksCaughtUp in whichever structure fits.
Ad Hoc Support
Send individual tasks whenever your team needs help.
Project-Based
Cleanups, catch-up projects, conversions, reconciliations, or other defined projects.
Per Client
Assign complete bookkeeping or accounting responsibility for selected clients.
Hourly Support
Additional accounting capacity when workload fluctuates.
Ongoing Back-Office
Build BooksCaughtUp into your firm's regular accounting workflow.
Your Back Office. Your Brand. Your Client Relationship.
Your firm remains the firm. We are there to support your accounting operation, not compete with it. For firms that prefer a white-label structure, BooksCaughtUp operates behind the scenes as part of your extended accounting team.
How firms work with us arrow_forwardOperational Assurances
- check Your clients continue working with your firm
- check We work inside your processes, workpapers, and documentation standards
- check We use your task management and communication tools
- check No contact with your end clients unless you ask for it
Built for Firms That Have More Work Than Capacity
BooksCaughtUp is especially useful when:
Experienced US Accounting Hands, Working Behind Your Firm
BooksCaughtUp was started by accounting professionals who have spent years inside US CPA and accounting firms, reviewing files, fixing cleanups, and delivering monthly and quarterly financials on deadline. We know what a reviewer expects to see, because we have been the reviewer.
Software is not a limitation. These are the platforms the team is in most often, not the boundary of what it can work in. Accounting is the same discipline in every system, and picking up an unfamiliar one is part of the job. If your firm runs on something not listed here, say so in the first email and it is handled.
More about how we work arrow_forwardHands-on bookkeeping, review, and tax-ready work for US firms.
Clear scope and pricing within one business day of receiving the file.
We never take on end clients directly. Zero channel conflict.
QuickBooks Online ProAdvisor, Xero Advisor, and Bill.com certified.
Your Backlog Does Not Need to Become Your Bottleneck.
Whether it is one client, one cleanup project, or ongoing accounting support, BooksCaughtUp can become an extension of your firm's back office. Tell us what you need help with.
Start the Conversation
Tell us a little about your firm and the accounting work you would like to outsource.
Thank you. We received your message.
We will review what you shared and get back to you within one business day.