Accounting Work Your Firm Can Hand Off With Confidence
Every service below is delivered behind your firm, inside your systems, and returned in a state your reviewer can pick up without redoing the work. Choose one task or build us into your regular workflow.
Catch-Up Bookkeeping
Bring months or years of untouched books current, reconciled, and ready for your review.
Learn moreComplex Cleanup
Fix books that exist but cannot be trusted: wrong balances, broken reconciliations, messy clearing accounts.
Learn moreMonthly Bookkeeping Support
Recurring transaction review, reconciliations, and month-end close for the clients you assign to us.
Learn moreAccounting Review & Finalization
A second set of experienced eyes on bookkeeper-prepared files before they go to tax or the client.
Learn moreTax-Ready Books
Finalized, organized year-end files so your tax team spends time on the return, not the bookkeeping.
Learn moreAd Hoc Accounting Tasks
One reconciliation, one conversion, one strange balance. Send the task, get it done.
Learn moreThe Same Standard, Whatever You Send
Whether it is one bank reconciliation or a full multi-year catch-up, the handback is built for a reviewer.
- Work completed inside your accounting software, not in a separate copy
- A short summary of what was done, what was found, and what changed
- Reconciliation reports and supporting schedules for balance sheet accounts
- An open-items list with exactly what is still needed from the client
- Prior-period changes flagged separately so your tax team is not surprised
- Notes written the way your firm documents, not ours
Software we work in
We also adapt to your firm's internal workflow, workpaper templates, task management system (TaxDome, Karbon, ClickUp, Asana, and others), and documentation standards.
Pick the Structure That Fits the Work
| Structure | Best for | How it is priced |
|---|---|---|
| Ad Hoc | One-off tasks, single reconciliations, quick fixes | Hourly, or a small fixed fee for a defined task |
| Project-Based | Cleanups, catch-ups, conversions, year-end prep | Fixed fee quoted after scope review |
| Per Client | Full bookkeeping responsibility for selected clients | Flat monthly fee per client |
| Hourly Support | Fluctuating overflow during busy periods | Hourly, billed on tracked time |
| Ongoing Back-Office | Firms that want a standing extension of their team | Monthly retainer sized to expected volume |
No numbers are published here because every file is different. You receive a clear quote within one business day of sharing the scope.
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.