Catch Up Months or Years of Books
Whether you're a few months or several years behind, we catch up your bookkeeping and build a clean starting point for ongoing accounting.
Solutions
Find the right fit for where your business is today
Catch Up
Whether you've fallen behind or inherited a mess, we sort out what happened, fix what's missing or wrong, and bring your books, payroll filings, and tax returns current, so you can start fresh with numbers you trust.
Fix Prior Bookkeeper Errors
Inherited a mess? We find and correct what a previous bookkeeper got wrong, so you can trust what your books are telling you.
Payroll Catch-Up & Missed Filings
Payroll problems don't fix themselves. We file missed deposits and filings, amend mistakes, and fix the setup that caused them.
Back-File Overdue Tax Returns
We rebuild the books and file your overdue tax returns, coordinating both teams so nothing falls through the cracks.
Catch Up Months or Years of Books
However far back the gap goes, we rebuild your books period by period until every transaction is recorded and every account is reconciled. You end up with a clean starting point for tax filing and ongoing monthly work.
- Every account reconciled: Bank, credit card, and loan accounts tied to statements
- Rebuilt history: Missing records rebuilt from statements, receipts, and transcripts
- Deadlines first: Periods tied to a tax filing get done first
- Clean handoff: A reconciled starting point for ongoing monthly work
Fix Prior Bookkeeper Errors
When your reports don't look right, we find out why. We trace each problem back to its source and correct it, so you can trust your numbers again.
- Errors corrected: Miscategorized, missing, and duplicate entries fixed
- Balance sheet cleaned up: Every account reconciled and tied out
- Clearer structure: A messy chart of accounts reorganized and simplified
- Paper trail: Every correction documented for you and your tax preparer
Payroll Catch-Up & Missed Filings
Missed payroll deposits and filings carry real penalties, so these come first. We submit what is outstanding right away, amend errors properly rather than overwriting them, and resolve the setup issue behind the miss. You finish with clean, tax-ready year-end reports your CPA or preparer can file from.
- Filed immediately: Outstanding filings submitted right away to limit penalties
- Amended properly: Mistakes corrected with amended filings, not overwritten
- Root cause fixed: The setup issue behind the miss resolved for good
- Tax-ready reports: Clean year-end reports your preparer can reconcile with your return
Back-File Overdue Tax Returns
Overdue returns usually start with overdue books. Our bookkeepers compile each missing year's financials in order, and BBK Tax, our tax practice, prepares and files the returns.
- Books first: Each missing year rebuilt, oldest first
- Returns filed: Business and personal returns prepared through BBK Tax
- One point of contact: We handle all communication between your bookkeeping and tax teams
- CPA-friendly: Tax-ready financials delivered to your own preparer if you have one
Stay current
Reliable bookkeeping, payroll, and tax preparation, handled every month by a bookkeeper who knows your business. Choose fully automated books, a full-service package, or support built around your in-house staff.
Fully Automated Books
Bookkeeping that runs itself. AI handles the routine work, and a BBK bookkeeper reviews every monthly close.
Monthly Bookkeeping
We close your books every month, reconcile every account, and deliver financials by mid-month, with a bookkeeper who knows your business.
Bookkeeping Built Around Your Team
When your staff already handles part of the accounting, we fill in the gaps so it all adds up to accurate financial reports.
Payroll Processing & Filings
Every pay period, payroll runs right, taxes are deposited and filed on time, and each run lands cleanly in your books.
Income Tax Preparation
A responsive tax team prepares your business and personal returns, working from the same books we keep for you all year.
Monthly Bookkeeping
Each month you get a full P&L, balance sheet, and the supporting detail behind them. Current books are only useful if you can trust them, so every report is reviewed before it reaches you — categories and treatment checked for consistency, balances traced back to reconciled accounts.
- Dedicated bookkeeper: Your primary point of contact is the person doing the work
- Monthly financials: Profit and loss and balance sheet, usually by mid-month
- Your platforms included: Payroll, point-of-sale, and practice management data connected in your books
- Industry know-how: Fluent in your industry's platforms and accounting nuances
Fully Automated Books
For owners who'd rather not think about their books. We set up your accounts and connections once, then AI categorizes your transactions and learns your business month to month, with a real bookkeeper checking every close.
- Hands-off: Transactions categorized automatically as they come in
- Real review: A BBK bookkeeper checks every monthly close
- Connected: Bank, card, payment, and payroll accounts linked from day one
- Best fit: Owners who want their books done without being involved
Bookkeeping Built Around Your Team
Many businesses already have someone in-house handling invoicing, bills, or payroll. We don't replace what's working; we build around it, reconciling your team's work into reliable financials.
- Gaps filled: A package built around what's missing
- Your team stays: In-house staff keep the work they do well
- Everything ties out: Their work reconciled into accurate reports
- Room to grow: Easy to add more as your needs change
Payroll Processing & Filings
Payroll touches your employees, your tax agencies, and your books, so it has to be right every time. We process each run, handle the deposits and filings, and post everything to your books. Whichever level of support you choose, the payroll account is yours, and so is your data.
- Your choice of support: Full-service, automated, or set up and supported
- Taxes handled: Deposits, filings, and new state registrations
- Benefits right: Deductions and employer contributions set up correctly
- Books aligned: Every payroll run posted to the right accounts
Income Tax Preparation
BBK Tax, our tax practice, prepares returns for individuals and businesses. Because your tax team and bookkeepers share the same numbers, there's no year-end scramble.
- Returns for all: Individuals, partnerships, corporations, nonprofits, and trusts
- Extensions included: Filed whenever needed, as part of the service
- Secure portal: Documents sent through a protected tax portal
- Year-round access: A tax team that responds when you reach out
See clearly
Accurate books are the foundation; better reporting turns them into answers. We connect and organize your data, show you what's really driving your business, and help you plan ahead, including for taxes.
Connected Financial Data
Payroll, point-of-sale, banking, and spreadsheet data come together in one connected set of reports you can rely on.
Accrual & GAAP-Ready Financials
From basic accrual adjustments to full GAAP-ready books, we set up the level of reporting you need to see your true performance.
Budgets & Performance Analysis
Budgets, margin analysis, and monthly variance reviews explain what changed, why it changed, and what deserves your attention.
Reporting Built to Match Your Business
We restructure your chart of accounts and reports around how your business actually runs, so the numbers answer your real questions.
Tax Planning & Advisory
Year-round tax planning shows you the tax impact of big decisions before you make them and takes the surprises out of tax season.
Reporting Built to Match Your Business
Generic reports rarely fit the way your business really works. We reorganize your books so revenue and costs are grouped the way you think about them. When your reports mirror your operations, you can see which parts of the business are pulling their weight.
- Cleaner chart of accounts: Reorganized around your real operations
- Reporting by segment: By entity, department, location, or service line
- Industry tracking: Job costing, project tracking, or other industry-specific metrics where you need them
- Useful history: Past periods rebuilt to compare cleanly with today
Connected Financial Data
Your financial picture is often scattered across systems that don't talk to each other. We connect them directly or set up a reliable monthly import, so your reports reflect the whole business. We start with the tools you already use and add integrations only where they save real time.
- One picture: Data from your key systems in one set of reports
- True labor costs: Payroll integrated for real labor-cost analysis
- Less manual work: Fewer exports and copy-and-paste reports
- Consistent numbers: Everyone works from the same data
Accrual & GAAP-Ready Financials
Switching to accrual is more than a software setting. We build the workflows to support it, so your reports reflect when revenue is earned and expenses are incurred. As your business grows, accrual and GAAP-ready reporting give you the most accurate view of what's driving your results.
- The right level: From accrual basics to full GAAP-ready books
- Real processes: Invoices, bills, and prepayments recorded at the right time
- Ongoing accuracy: Deferred revenue, prepaids, and accruals maintained monthly
- Ready for scrutiny: Books prepared for auditors, lenders, and buyers
Budgets & Performance Analysis
Numbers are most useful when they tell a story. We build a budget with you, define the margins that matter, or both, then help you understand your results each month. You'll know whether you're on track early enough to adjust, not after the year is over.
- Budgets that fit: Built with you and aligned to your chart of accounts
- Budget vs. actual: See where you're ahead of or behind plan
- Margin analysis: By service, product, or customer
- Monthly review: Variance analysis and a call with your bookkeeper to walk through results
Tax Planning & Advisory
The best time to lower your tax bill is before the year ends. Our tax team, BBK Tax, works from the same books we keep, so planning starts with numbers you can trust. We look at your business and personal taxes together, so a change in one doesn't create a surprise in the other.
- Estimated taxes: Quarterly payment guidance, not guesswork
- Planning ahead: Mid-year and year-end planning, plus tax projections
- Smart structure: Entity, payroll, and owner-compensation strategy
- Your choice: A one-time consultation or ongoing advisory
Scale smoothly
Growth brings bigger decisions and more moving parts. We help you forecast what's ahead, coordinate your finance team, and prepare for what's next, with experienced fractional CFO services when you need them.
Finance Team Leadership
We lead and coordinate everyone who touches your finances, so your reports, staff, and advisors work from the same numbers.
Forecasts & Cash Planning
A rolling forecast built on your actual books shows what's coming, not just what happened, so you can plan with confidence.
Fractional CFO Advisory
Accurate books tell you about the past, while an experienced CFO helps you decide what to do next with pricing, hiring, and growth.
Sale & Exit Readiness
Whether you're selling, buying, or borrowing, financials prepared well in advance put you in a stronger position before anyone asks.
Systems & Workflows That Scale
When a workaround quietly becomes a bottleneck, we catch it and set up systems that keep up with your growth.
Systems & Workflows That Scale
The tools and shortcuts that worked when you were smaller can start slowing you down. We review how your data moves, recommend the right software, and set up integrations so your books stay accurate with less effort.
- The right tools: Accounting software and apps for where you're headed
- Workflow fixes: Bottlenecks in billing, approvals, and month-end found and removed
- Scalable processes: Manual steps that don't scale, replaced
- Advanced automation: Deeper builds handled by our automation team, with your books kept in sync
Finance Team Leadership
As companies grow, more people touch the finances: in-house staff, outsourced bookkeepers, consultants, your CPA, and/or your CFO. Without someone coordinating them, work overlaps, gaps open up, and decisions get made on different numbers. We step into the accounting manager role you haven't hired yet, keeping everyone working together and watching for changes in one area that affect another.
- One set of numbers: Staff, bookkeepers, consultants, CPA, and CFO all working from the same data
- Connected work: Changes in one area flagged for everyone they affect
- Clear roles: Defined responsibilities, so nothing gets duplicated or missed
- Timely reporting: Your CPA, CFO, and consultants get what they need, when they need it
Forecasts & Cash Planning
Your financial statements show where you've been. A forecast shows where you're headed, so you can see cash needs and tradeoffs before they become urgent. We update it as your actual results come in, so it stays useful instead of going stale.
- Rolling forecasts: Updated with real results, so you can plan against them
- Cash runway: Visibility into cash needs before they become a problem
- Scenario planning: Numbers for hiring, debt, and capacity decisions
- Clear assumptions: Every forecast shows what it's built on, so you can adjust it
Fractional CFO Advisory
Some decisions call for more than good reporting. We start with a financial review to confirm you're ready, then pair you with an experienced CFO who works from the books we keep. You get strategic guidance without the cost of a full-time hire.
- Regular strategy sessions: A CFO at the table on a schedule that fits your needs
- Better decisions: Pricing, hiring, debt, and capacity choices tested against real numbers
- Complex forecasting: Multi-scenario models for growth, funding, and expansion
- Goals that stick: Targets set together and reviewed, so plans turn into results
Sale & Exit Readiness
Buyers and lenders look closely at your numbers, and surprises cost you leverage. We help you prepare well ahead of time, so your financials hold up to scrutiny and the business is worth more when the moment comes.
- Value drivers: Identified early enough to still move them
- Defensible financials: Add-backs documented as you go
- Less owner dependence: A business that can run, and sell, without you
- Independent review: Quality of earnings, from a red-flags check to a full report
