Expert Catch-Up Bookkeeping Services in Salt Lake City
Let's Get Your Books Back on Track
Behind on your books? SheCounts cleans up messy QuickBooks files, fixes misclassified transactions, and builds your financials from scratch if needed — so your numbers are accurate, your reports are meaningful, and you are ready for tax season.
What Catch-Up Bookkeeping Covers
Catch-up bookkeeping is a one-time service that gets your financial records clean, accurate, and current. We see two common situations. The first is a business owner who set up QuickBooks on their own but has not been sorting data correctly — bank statements were imported but transactions were not categorized properly, bill pay was not recorded right, or invoicing was not reconciled. The reports look like they have numbers, but those numbers do not mean anything. The second is a business owner who comes to us with nothing — no QuickBooks file, maybe a business account, maybe everything running through personal. That is a full build, not just a cleanup, and we handle it differently. In both cases, we go in, do the back work, get the numbers clean, and then determine the right bookkeeping package going forward.
Why South Jordan Residents Choose SheCounts for Catch-Up Bookkeeping
Accounting Knowledge, Not Just Data Entry
We understand what your data is doing to your financial reports. Properly classified transactions mean accurate tax filings and reliable numbers for decision-making.
Cleanup or Full Build
Whether your QuickBooks needs a deep clean or you are starting from zero, we handle both. The scope varies but the result is the same — clean, accurate financials.
Clear Pricing Based on Scope
Catch-up bookkeeping starts at about $1,500 for roughly six months of work, and scales from there. We assess your situation and provide a clear quote before starting.
When You Need Catch-Up Bookkeeping.
If your QuickBooks file is a mess, your numbers do not match reality, or you have no bookkeeping system at all, catch-up work is the first step. Taxes become a nightmare when you do not know your numbers — and the IRS is tracking your income through merchant processors whether you are tracking it or not.
- You set up QuickBooks yourself and your reports do not make sense
Transactions have been importing but were never categorized correctly - Your bill pay and invoicing are not reconciled and the numbers are skewed
- You have no QuickBooks file and need a full build from bank statements
- Tax season is approaching and your books are months or years behind
- You received an IRS notice and need your financials organized quickly
How Catch-Up Bookkeeping Works.
We look at your current QuickBooks file (or lack thereof) to understand the scope of work — how far back we need to go and what condition the data is in.
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Determine the Start Date
We work with you to decide how far back to go. Some clients want to go back five years; others pick a recent start date. We advise on what makes sense for your taxes and your business.
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Bank & Card Access
You set us up with an accountant login for your bank accounts and credit cards, which lets us pull statements and transactions directly into QuickBooks.
We reclassify transactions, fix reconciliation errors, correct bill pay and invoicing issues, or build your file from scratch — depending on what is needed.
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Deliver Clean Financials
Once the catch-up work is complete, you receive accurate financial reports — a balance sheet and profit-and-loss statement that reflect the real story of your business.
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Recommend a Path Forward
We assess your ongoing bookkeeping needs and recommend the right monthly package so your books stay clean going forward.
Frequently Asked Questions
Here are some typical questions we encounter about our small business bookkeeping services!
What do we need?
Accountant-level access to your bank accounts and credit cards so we can pull statements and transactions directly into QuickBooks. That's it — no need to dig up every document manually.
How do we do it?
We start by picking a start date — you don't have to go all the way back to day one. Then we pull your transactions, categorize everything, reconcile your accounts, and get your books back in order.
What do I actually get at each price point?
At $375/month, Clarity includes QuickBooks Online Essentials, monthly Profit & Loss and Balance Sheet snapshots, and scheduled monthly review calls. Confidence at $525/month adds cash flow management, 1099 preparation, annual tax planning, and personalized billing and invoicing training. Mastery at $850+/month goes further with payroll processing, twice-monthly bill pay and invoicing, accounts payable and receivable reviews, and premium tax planning twice a year.
What if I do not have QuickBooks at all?
That is a full build rather than a cleanup. We set up QuickBooks, connect your bank accounts and credit cards, import historical transactions, and categorize everything from scratch. It works a little differently but the result is the same — clean, accurate books.
How far back do you go?
That depends on your needs and budget. Some clients want to go back several years; others pick a recent start date. We advise on what makes the most sense for your tax situation and your business goals.
Will I need monthly bookkeeping after the catch-up?
In most cases, yes. The catch-up gets your numbers clean; monthly bookkeeping keeps them that way. We recommend the right ongoing package as part of the engagement.
What if I have been running business expenses through my personal account?
We see that more often than you would think. We can separate business and personal transactions and build your QuickBooks file properly, even if everything has been running through one account.
Ready to Get Started?
Schedule a free consultation or call us directly. We respond promptly and we would love to hear about your business.