Who BooksCaughtUp Is Built For.
We work only with CPA, accounting, and bookkeeping firms. If you are one of the firms below, the work will feel like having an experienced team member who never needs supervision.
BooksCaughtUp Is Best For Firms Like These
You Need Accountants, Not Data Entry
We are not a data entry shop. The work involves judgment: accruals, reconciliations, investigations, and adjustments.
You Want Review-Free Work
Every file is reviewed internally before it reaches you. By the time you see it, it is ready for tax preparation or ready to send to the client.
Your Tax Clients Bring Messy Books
Cleanup and catch-up keep showing up, but your team does not want to do it and you do not want to send the client to another firm. Forward the file, add your margin, and keep the client.
You Have a Team but Need Capacity
Your staff is solid but stretched. Use us as temporary capacity without hiring another permanent position.
You Only Need Help in Busy Season
Bring us in for January to April or the extension rush, then scale back down when the season ends.
You Want Fixed, Predictable Fees
Every engagement is quoted after file review. Once you accept the quote, the fee holds, so you know your margin before you price the client.
Keep the Client. Keep the Margin.
The most common way firms use us: cleanup work comes in from a tax client, and the firm keeps both the relationship and the profit.
Your tax client needs cleanup before the return.
Read-only access and a short note.
Scope, fee, and timeline from us.
Bill your client at your own price.
The client relationship stays with you.
Your Back Office. Your Brand.
We work under your firm name and inside your systems. Your client never needs to know we exist, and we never contact them unless you ask.
Not the Right Fit
- task_altFirms looking for the lowest-cost data entry
- task_altBusiness owners looking for a bookkeeper directly (we work only with firms)
- task_altWork that needs someone physically on site
Systems We Work In
Software is not a limitation. These are the systems the team works in most often. If your firm or client uses something else, mention it in the first email.
Have a File in Mind?
Share read-only access and a short note. You get scope, fee, and timeline before any work begins. Your first file is free in exchange for honest feedback.