Behind on the books?We’ll catch you up.

Months or years behind, we rebuild your books from bank statements, one month at a time, until they’re ready to file.

Get a catch-up quote Call us

Deadline coming up, or got a letter from the IRS? Call 972-242-2100

No QuickBooks or ADP fees
From $750

Tell us how far behind.See the cost.

Answer two questions to see a range. Start a 12-month Growth or Partner plan and the catch-up is half off.

Estimated catch-up cost

Catch-up, one time

$1,925 – $2,325

With a 12-month Growth or Partner plan (50% off)

$975 – $1,175

Then monthly, on the Growth plan

From $725/mo

Talk to us about this range

Cash sales, inventory or job costing can raise the price. Catch-up starts at $750, and the final number comes as a written quote once we’ve seen the records. Prices as of Oct 1, 2026.

Full estimator, with payroll and sales tax

Not sure how far behind? Take the 3-minute check

Oldest month first,one at a time.

We collect statements, reconcile month by month and list anything that changes a return. We set the target date together on the call.

Step 1: Collect
Bank and card statements come in through Florink. Statements alone are enough to start.
Step 2: Month by month
Oldest month first: reconciled and categorized. Questions come to you in one batch.
Step 3: Tax impact
Anything that changes a return goes on its own list, and our tax team takes it from there.

Eight things we fix most often

Cleanup adjustments8 fixes doneExample

Problem	Before	After
Uncategorized transactions	Uncategorized Expense $48,210.55	Sorted into real accounts: food, rent, utilities and so on
Books don’t match the bank	Books $21,904.12 / Statement $18,719.92	Reconciled month by month, difference $0.00
Personal and business mixed	Groceries, gas, family phone bill, all as expenses	Personal spending moved to owner draws
Card sales booked as deposits	Deposit $9,841.20 → Sales	Gross sales, with card and app fees as expenses
Loan payments as expenses	Loan payment $1,850.00 → Expense	Principal reduces the loan; only interest is an expense
The same transaction twice	Bank feed + manual entry × 2	Duplicates removed
Payroll taxes missing	Net pay transfers only, no 941 or TWC entries	Wages, payroll taxes and tips booked from payroll reports
Sales tax doesn’t tie out	POS taxable sales ≠ sales reported	Differences listed; our tax team takes any amended return from there

Caught up.Then we keep it that way.

We move you onto monthly bookkeeping so it doesn’t pile up again. No QuickBooks or ADP bill on top.

EssentialClean books, tax-ready at year end: from $350/mo
GrowthRecommendedQuarterly income-tax planning included: from $650/mo
PartnerAccrual books, priority scheduling: from $1,500/mo

See monthly bookkeeping See my price Switching from another accountant?

Questionswe hear

Can you take books that are years behind?

Yes. Up to 36 months, the estimator above shows a range right away. Beyond that, we look at the records first and quote it separately.

We lost most of the receipts, and our QuickBooks file is a mess.

Bank and card statements are the backbone of a cleanup, so we can match most of it without receipts and ask only for the few documents that matter. We open the QuickBooks file first and keep whatever history is usable.

What if our tax returns are behind too?

The books come first; that’s what makes the returns right. Once they’re caught up, our tax team takes the late returns from there. See tax filing & planning

Can we do just the cleanup, without monthly bookkeeping?

Yes. But caught-up books start piling up again the next month. Start a 12-month Growth or Partner plan with it and the cleanup is 50% off.

Get current,starting this month.

Bring what you have. We’ll work out what’s missing.

Talk to our team Get a catch-up quote

No commitment. Nothing to prepare.

972-242-2100

Since 2005
5,000+ businesses served
Lewisville, TX office
All 50 states + D.C.