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 Sales@accounting-alacarte.com or call us at (805) 966-2262.

Think Of Us As Your Own Accounting Department

100% GuaranteeWe are a powerful one-stop shop, providing you with the essential accounting services you need to manage, grow and run your business smarter.

Contact Accounting A La Carte

(805) 636-1250 
Q.

What is the best way to organize my business financial records?

A.

We have found that the most successful small business owners keep good records and maintain a good record filing and retention policy. It is important to keep all monthly bank statements, monthly cancelled checks, credit card receipts, credit card statements, cash receipts, and any important business documents in an organized filing system. We recommend that you keep these documents sorted by month. This makes it easier to send us your documents and also ensures that your back-up documents are readily accessible should the need arise. One easy and effective record retention method is to purchase a scanner and save all your financial documents electronically. By doing so, you can save space and prevent document loss.

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