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.