Questions Firms Ask Before They Send the First File

No. BooksCaughtUp works only with accounting professionals. We do not market to end clients, and we do not contact your clients unless your firm specifically asks us to. Every client relationship remains yours.

There is no long-term commitment. You can send a single ad hoc task, one cleanup project, or one client. The minimum project size is $149. Many firms start with one difficult file and expand from there once they see how the handback works.

Yes. Work is done under your firm's accountant access, notes follow your templates, and no BooksCaughtUp branding appears in anything the client sees. If a client asks who did the work, the answer is your firm.

Then we are usually most useful as a review and finalization layer, or as overflow during busy periods. Many firms keep their bookkeepers on day-to-day work and send us the cleanups and the pre-tax review.

CPA firms, accounting firms, bookkeeping firms, and tax firms that have accounting work. Firm size ranges from solo practitioners to multi-partner firms. If you serve business clients and need accounting capacity, you are the right fit.

Cleanups, catch-ups, and historical financials are quoted as a fixed fee after the file has been reviewed. The quote comes with an estimated hours breakdown so your firm can apply its own pricing on top. Ongoing monthly work is a flat fee per client, and overflow can be hourly. Either way you receive the quote within one business day of sharing the file, with no obligation.

Catch-up bookkeeping starts from $29 per month of books, complex cleanup from $39 per month of books, a year-end tax-ready package from $249 per entity, and monthly bookkeeping from $49 per client per month. The final fixed quote depends on volume, number of accounts, and the condition of the file, and is confirmed before any work begins.

Nothing changes for your firm. Once the quote is accepted, the fixed fee is held regardless of the hours actually worked. That is the point of quoting after a review rather than before one. The only exception is something material that the review could not have seen, such as an undisclosed bank account or a second payroll provider, and in that case it is scoped and quoted separately before any extra work is done.

The scope is agreed in writing before work starts, and it states what is not included as well as what is. Work outside it is not started until your firm approves a separate quote for it. This protects both sides: your firm is not billed for creep, and the engagement does not quietly grow. If the end client asks for something extra, the request goes to your firm rather than being absorbed by us.

Yes, and a lot of firms use it that way. Send the file and you receive a findings list on every balance sheet account, how far back the problems go, and an estimated hours breakdown by phase. Your firm can then put a number in the proposal it can stand behind.

Most single-entity catch-ups of one to two years are completed within two to four weeks once we have the information. Complex cleanups depend on how many accounts are broken and how quickly the client provides missing documents. The scope review includes an estimated turnaround, and you get a short status update every week while work is in progress.

Read-only access to the accounting file is enough to scope it, plus any prior workpapers or bank statements you already have and a short note on what the file is needed for and by when. If you are unsure what to send, send the file and we will tell you.

Yes, within reason. Tell us the deadline in the first email so the scope review reflects it. Rush turnaround is quoted separately when it requires prioritizing your file over scheduled work.

Yes. Your first file is free in exchange for honest feedback on the work. The scope of the free work is confirmed when the file arrives, so both sides know exactly what is included.

We sign an NDA before any file is shared. We work inside your accounting software through access you control, so client data never has to leave your systems. Access can be granted and revoked by your firm at any time.

You receive the completed work inside the file, a summary of what was done and why, reconciliation support, and an open-items list of anything still needed from the client. Your reviewer should be able to pick it up without re-doing the work.

We fit into your firm's existing tools, whether that is email, Slack, Teams, TaxDome, Karbon, ClickUp, or a shared spreadsheet. We provide overlap with US business hours for calls and same-day responses on active engagements.

QuickBooks Online, QuickBooks Desktop, Xero, Wave, and Odoo are the platforms we are in most often, with QuickBooks Online ProAdvisor, Xero Advisor, and Bill.com certifications on the team. We also work inside practice tools such as TaxDome, Canopy, Karbon, and CCH, payroll platforms such as Gusto and ADP, and in Excel or Google Sheets workpapers.

Then we work in that one. Accounting software is not a limitation for us. The underlying discipline is identical in every system, and learning an unfamiliar platform is part of the job, not a reason to decline a file. Name the software in your first email so it is factored into the scope review, and if it is one we have not touched before we will tell you plainly and account for the ramp-up in the estimate rather than in your invoice.

Tell us and we fix it, at no charge. The handback is not marked final until your reviewer signs off, and revisions after review are part of the engagement.