Catch-Up Bookkeeping · Charlotte, NC

Behind on your books?
We'll get you current.

Six months behind? Two years? We've seen worse. Whether you're a Charlotte business that fell behind during a busy season or never got started, we'll reconstruct your books, get you caught up, and keep you current — AI-assisted, expert-reviewed.

Get Started See Our Process
See the progress

From chaos to caught up.

18 months of backlog, reconstructed month by month. Bank feeds imported, transactions categorized, accounts reconciled — until every month is closed and your books are current.

Yesler Portal · Catch-Up
LIVE

18-month catch-up in progress

Jan 2024 – Jun 2025 · reconstructing month by month
72%
Q1 '24
Closed
Q2 '24
Closed
Q3 '24
Closed
Q4 '24
Closed
Q1 '25
In review
Q2 '25
Queued
4,218
Transactions sorted
13 / 18
Months closed
6
Accounts reconciled

Sound familiar?

  • ?

    "I haven't reconciled my accounts since last year — maybe longer."

  • ?

    "My CPA needs clean books to file my taxes, and I'm the reason they can't."

  • ?

    "I've got a shoebox of receipts and a bank account I've been avoiding."

  • ?

    "I tried QuickBooks, fell behind, and now it's a tangled mess I can't face."

  • ?

    "I need a loan or investment, and they're asking for financials I don't have."

If you nodded at any of these, you're exactly who this service is for. No judgment — just a clear path back to current.

How it works

Your path back to current.

A clear, four-step process — no matter how far behind you are or how messy it feels right now.

01

Assessment

We review how far behind you are, what documents exist, and what's missing. You get a clear scope and a flat quote — before any work starts.

02

Reconstruction

We pull bank feeds, gather statements, and rebuild your books month by month. AI categorizes the bulk; a bookkeeper reviews and corrects every period.

03

Reconciliation & review

Every account tied out, every month closed, senior review sign-off. You get clean statements for every period we rebuilt.

04

Stay current

Once you're caught up, we keep you there with monthly bookkeeping — so you never fall behind again.

No judgment

However far behind you are, we've seen worse.

Falling behind on your books doesn't make you a bad business owner. It usually means you were busy running the business — which is exactly where your time should go. The receipts piled up, a quarter slipped, then a year. It happens constantly.

What matters now is getting current — and staying there. We'll reconstruct what's missing, close every open month, and hand you clean financials your CPA, your lender, or your future self will thank you for. Then we keep it that way, every month.

FAQ

Common questions.

How far behind can you go?
As far as you need. We regularly reconstruct 12, 24, even 36+ months of books. However long it's been, there's a path back to current — and we'll map it out before we start.
What if I don't have all my records?
That's normal, and it's fine. We pull transaction history directly from your bank and credit card feeds, then work with you to fill gaps. We reconstruct far more than most people expect from bank data alone.
How much does catch-up cost?
It depends on how many months we're rebuilding and how complex your accounts are. After a quick assessment, you get a clear, flat quote for the full catch-up — no surprises, no hourly meter running.
What happens after I'm caught up?
We move you onto monthly bookkeeping so you stay current for good. Same team, same Portal — your books just never fall behind again. See our monthly bookkeeping →
Can you get my books ready for tax filing?
Yes — that's one of the most common reasons people come to us. We'll get every month closed and reconciled so your CPA has clean books to file from, and we can handle the tax prep too if you'd like. See tax preparation →

Ready to get caught up?

Book a 30-minute demo. Tell us how far behind you are — we'll map out exactly how we get you current.

Get Started Call 786-808-4246