Catch-Up Books

WHAT

Our CATCH-UP service consists of Year-end bookkeeping, which includes the following:

  • Accounting of all business expenses for entire year.
  • Accounting of sales and deposits for entire year.
  • Bank reconciliation of business bank accounts for entire year.
  • Year-end financial reports: Income statement, balance sheet, trial balance, and general ledger.

WHO

The CATCH-UP plan is designed for small business owners who either need to bring their books up to date in mid-year, or need proper accounting for the past year to complete and file their year-end business tax returns.

We recommend this plan for:

  • Business owners who have not done any bookkeeping throughout the year, or need to catch-up on a few months.
  • Business owners who prepared their own financials, but still need a professional review to file their year-end business and personal tax returns.
  • New businesses that have started within the last year.

HOW

Not ready to sign up yet? Email us at [email protected] or call us at (805) 966-2262.

Ms. Andy Carnaghe has proven to be a valuable asset to our publishing operations... whatever we paid Ms. Carnaghe, she has repaid in savings and clean clear records for our business.
Donald V. Fritzen, Executive Director
California Wine Festival