Professional catch-up bookkeeping that transforms financial chaos into strategic clarity

Get Your Books Current in Just 2-4 Weeks

Behind on your bookkeeping? You're not alone—25% of small business owners face this challenge. Our CPA-led catch-up services get your books current quickly while uncovering thousands in missed tax deductions.

 Schedule Free Consultation

Serving growth-minded businesses across Texas and nationwide

Small business owner overwhelmed by stacks of financial paperwork and receipts needing bookkeeping catch-up
Professional Catch-Up Bookkeeping That Pays for Itself

Don't let months or years of backed-up bookkeeping hold your business back. Our systematic catch-up process not only gets your financial records current but typically uncovers $2,000-10,000 in additional tax deductions that DIY approaches miss.

Unlike basic bookkeeping services, our catch-up work includes:
  1. Transaction analysis and tax optimization
  2. Complete bank reconciliation across all accounts and timeframes
  3. Strategic categorization that maximizes deductions and business insights
  4. Professional financial statements ready for banks and investors
  5. Seamless transition to ongoing bookkeeping systems

Why Choose SDO CPA for Catch-Up Bookkeeping?

  1. 1
    CPA Expertise Beyond Basic Bookkeeping
    Our licensed CPAs bring Big Four experience and deep tax knowledge to every catch-up project, ensuring accuracy and maximizing your tax position.
  2. 2
    Proven Process for Complex Situations
    We've successfully caught up businesses that were 5+ years behind, handling everything from simple service companies to complex multi-entity structures.
  3. 3
    Technology-Forward Approach
    Cloud-based systems and automated processes make catch-up work efficient while setting you up for streamlined ongoing bookkeeping.Strategic Integration
    Catch-up work connects seamlessly with our tax planning and fractional CFO services for comprehensive financial management.
  4. 4
    Strategic Integration
    Catch-up work connects seamlessly with our tax planning and fractional CFO services for comprehensive financial management.

How Our Catch-Up Process Works

1.

Assessment & Planning (Week 1)

Comprehensive Situation Analysis

  • Review current records and identify scope of work needed
  • Assess business complexity and compliance requirements
  • Establish timeline and deliverables for your specific situation
  • Set up secure document sharing and communication protocols

4.

Financial Statement Preparation (Week 3-4)

Professional Reporting & Analysis

  • Monthly Profit & Loss statements showing performance trends
  • Balance Sheets detailing your true financial position
  • Cash Flow analysis identifying patterns and opportunities
  • Key performance metrics and business insights

2.

Document Collection & Organization (Week 1-2)

Systematic Data Gathering

  • Bank statements, credit card records, and payment processor data
  • Receipt and invoice collection with digital organization
  • Employment records and contractor payment documentation
  • Previous tax returns and any existing financial statements

5.

System Setup & Transition (Week 4)

Sustainable Solutions Implementation

  • Accounting software optimization for ongoing efficiency
  • Process documentation and team training
  • Internal controls and approval workflows
  • Transition to ongoing bookkeeping services

3.

Transaction Reconciliation (Week 2-3)

Professional Data Processing

  • Complete bank reconciliation for all accounts and timeframes
  • Tax-compliant transaction categorization maximizing deductions
  • Accounts payable and receivable analysis and cleanup
  • Asset tracking and depreciation calculations

Transparent, Value-Based Pricing

Catch-Up Bookkeeping Services
Starting at $299/month

Final investment based on business complexity, transaction volume, and timeframe involved

Complete Transaction Reconciliation

Bank accounts, credit cards, and all payment processors reconciled and balanced for accurate financial reporting

Tax-Compliant Categorization

Every expense properly classified to maximize deductions and ensure IRS compliance, often recovering $2,000-10,000 in missed tax savings

Ready Financial Statements

Monthly P&L, Balance Sheet, and Cash Flow statements prepared to professional standards for lending and decision-making

4-8 Week Turnaround

Most small businesses get current within 30 days, regardless of how far behind (we've successfully caught up 5+ years of records)

Seamless System Setup

Transition to ongoing bookkeeping with optimized software, processes, and workflows to prevent future backlogs

Strategic Business Insights

Beyond compliance, we provide actionable financial analysis to improve profitability and cash flow management

    Why This Investment Pays for Itself:

    • Immediate Tax Savings: Proper categorization typically uncovers $2,000-10,000 in additional deductions
    • Avoided Penalties: Prevents IRS penalties and interest on missed compliance obligations
    • Better Decisions: Accurate financials enable profitable pricing, cash flow management, and growth planning
    • Funding Access: Clean books qualify you for business loans and investor opportunities
    • Peace of Mind: Eliminate the stress and overwhelm of disorganized financial records

    Here’s our Awesome Team

    We focus on delivering the best outcome for every clients. Our team becomes trusted advisors and partners, steering you in the right direction and offering the highest quality accounting & bookkeeping services.

    Serena Do, CPA in Dallas, Texas
    Serena Do, CPA

    Managing Partner

    Steven Rutherford CPA
    Steve Rutherford, CPA

    Advisor

    You for this role?
    Kouri, CPA

    Accountant

    Fawn Walker Accountant at SDO CPA
    Fawn, CPA

    Accountant

    Ready to transform your financial chaos into strategic clarity?

    Call now: 972-296-0981

    Schedule Your Free Consultation

    I’m too busy working with IT clients to worry about my accounting and bookkeeping. SDO CPA saves me from making mistakes, and they handle everything financial-related that I don’t know or have time for.

    Paul S. ● IT CONSULTANT

    Bookkeeping Catch-up Services FAQ

    How far behind can my books be?

    We've successfully caught up businesses that were 5+ years behind on their bookkeeping. While complexity and cost increase with time, it's never truly "too late" to get current. Most practical benefits are achieved by catching up 2-3 years, which satisfies most audit protection and lending requirements.

    How long does catch-up bookkeeping actually take?

    Most small businesses get current within 4-8 weeks with our professional process. Timeline depends on business complexity and organization level:

  • Simple service businesses: 4-5 weeks
  • Retail/e-commerce: 5-6 weeks
  • Complex businesses (manufacturing, multiple entities): 6-8 weeks

    • What does catch-up bookkeeping cost?

    Investment varies based on complexity, but typical ranges include:

    • Micro businesses (under $100K revenue): $500-1,500
    • Small businesses ($100K-500K revenue): $1,000-3,000
    • Medium businesses ($500K-2M revenue): $2,000-5,000
    • Complex businesses: $3,000-10,000+

    The investment typically pays for itself through recovered tax deductions and avoided penalties.

    Should I hire a CPA or bookkeeper for catch-up work?

    CPAs provide superior value for catch-up work because we:

    • Integrate tax planning during the catch-up process
    • Identify tax-saving opportunities bookkeepers miss
    • Handle complex compliance requirements accurately
    • Provide strategic insights beyond basic data entry
    • Offer audit protection and professional credentials

    Can I still get business loans with behind books?

    Most lenders require current financial statements for loan approval. Clean, professional catch-up work typically takes 2-4 weeks, positioning you for funding opportunities while demonstrating financial management competence to lenders.

    What happens if I never catch up my bookkeeping?

    Delayed bookkeeping creates escalating problems:

    • Tax compliance issues with penalties and interest accumulating
    • Poor business decisions based on incomplete financial information
    • Growth limitations when financing requires clean financial statements
    • Crisis resolution costs 2-3 times more than planned catch-up work

    Do you handle businesses outside of Texas?

    Yes, we serve businesses nationwide through our cloud-based systems. While we have deep expertise in Texas business requirements, our processes work effectively for businesses in any state.

    What documents do I need to provide?

    Essential documents include:

    • Bank statements for all business accounts
    • Credit card statements and payment processor records
    • Receipts for business expenses and sales invoices
    • Payroll and contractor payment records
    • Previous tax returns and any existing financial statements
    • Legal documents defining your business structure

    Can catch-up bookkeeping help with tax savings?

    Absolutely. Professional catch-up work typically identifies $2,000-10,000 in additional tax deductions through:

    • Proper expense categorization and documentation
    • Recovery of missed deductions from prior periods
    • Tax planning integration for current and future years
    • Strategic timing of income and expense recognition

    What's the difference between catch-up and cleanup bookkeeping?

    Catch-up bookkeeping brings missing periods current when existing records are accurate but incomplete. Cleanup bookkeeping corrects errors and inaccuracies in existing records. Most situations require elements of both, which our assessment process identifies.

    How do you ensure accuracy during catch-up work?

    Our quality control process includes:

    • CPA review of all categorization and financial statements
    • Multi-point verification of account reconciliations
    • Cross-reference checking against source documents
    • Industry-standard procedures and professional judgment
    • Clear documentation supporting all transactions and adjustments

    What happens after catch-up work is complete?

    We help you transition to sustainable ongoing bookkeeping through:

    • Accounting software optimization and training
    • Monthly bookkeeping processes preventing future backlogs
    • Integration with our tax planning and preparation services
    • Ongoing CPA oversight and strategic business insights
    • Quarterly reviews ensuring continued accuracy and compliance

    Contact us

    Open hours

    Monday - Friday : 9 am - 5 pm

    Location

    214 S Main St, Suite 101C, Duncanville, Texas, 75116, US

    Directions

    We service Duncanville, Cedar Hill, DeSoto, Dallas, Grand Prairie, and clients all over the USA virtually.

    Contact

    Call/Text: 972-296-0981

    Send us a message