One-Time Service · $420 flat fee
Start fresh. Your books brought back to order, completely.
One thorough pass through your overdue records. Every account reconciled, every entry in its place — and a clean set of books handed back to you with notes on anything worth your attention.
What this offers you
The relief of knowing your records are finally in order.
There's a particular weight that comes from knowing your books are behind — and knowing they're getting further behind each week you don't deal with them. It sits in the background, even when you're not actively thinking about it.
Books Catch-Up & Tidy is designed to lift that weight in one go. We work through the back-months, sort what needs sorting, reconcile what's been left open, and hand everything back to you organized and annotated — so you can move forward from a clean base.
What you receive
- All overdue transactions recorded and categorized
- Bank and card accounts fully reconciled
- Organized, clean set of books returned to you
- Written notes on anything that needs your attention
- Records ready for your accountant or for tax season
How things often get here
Falling behind on your books is more common than you'd think.
A busy quarter. A change in software. A member of staff who left. A stretch where everything felt more pressing than the bookkeeping. These are the situations that put records behind — and none of them reflect badly on the business owner.
The difficulty is that the longer it sits, the more daunting it feels to tackle. What started as a few weeks behind becomes a few months. The pile of unreconciled statements grows. The prospect of sorting it all out starts to feel like a project rather than a task.
That's exactly where we come in. Not with judgment — just with the patience and method to work through it properly.
Our approach
Methodical, thorough, and done without fuss.
Phase 1
We assess what's there
We start by reviewing everything you're able to share — existing records, bank statements, any prior entries — to understand the full picture and agree on scope before work begins.
Phase 2
We work through it carefully
Each back-month is processed in sequence. Transactions are recorded, categorized, and reconciled against your bank and card statements. Anything unclear is noted for your review rather than guessed at.
Phase 3
We hand back organized books
Once complete, you receive a clean set of books covering the catch-up period, along with a written handover note explaining what was done and flagging anything you may want to follow up on.
What it feels like
A chapter closed, neatly.
People often tell us the biggest benefit of a catch-up isn't the records themselves — it's the mental weight that lifts when it's done. The background hum of "I really need to sort out the books" simply stops.
From your side, there isn't much to do once we're underway. You provide the records we need — bank statements, any existing entries, access to your bookkeeping software if you use one — and we take it from there. We'll check in with you if something needs clarification, but we won't bombard you with questions.
When the work is done, you'll have a clear picture of the period we've covered — and a clean starting point if you'd like to continue with monthly bookkeeping going forward.
Initial review
You share your records and we assess what's involved. We agree on the scope and timeline before anything begins — no surprises.
The catch-up work
We work through your back-months systematically. If we hit something ambiguous, we ask once and move on — we don't circle back repeatedly with the same questions.
Handover
Tidy books returned with a written summary. You're free to continue with a monthly service, hand things over to your accountant, or simply keep the records for your own reference.
The investment
Books Catch-Up & Tidy
A single, flat fee — no ongoing commitment required.
One-Time Service
$420
one-time payment · no recurring charges · no hidden fees
- Full catch-up of all outstanding months
- Transaction recording and expense categorization
- Bank and card account reconciliations
- Written handover notes and flagged items
- Clean, organized books ready for your accountant
A note on scope
The $420 fee covers a standard catch-up of up to 12 months for a sole trader or small business with straightforward records. If your situation involves significantly more complexity or a longer period, we'll discuss this transparently before work begins.
No commitment to continue
This is a one-time service with no expectation of anything further. If you'd like to move to monthly bookkeeping after the catch-up, we're happy to discuss it — but there's no pressure in that direction.
What's not included
Tax filing, VAT returns, and payroll processing fall outside this service. This catch-up focuses on getting your core bookkeeping records accurate and organized — which is usually all that's needed before your accountant can take over.
Why this works
A structured approach to an unstructured problem.
We work chronologically
Going through records month by month, in order, is the most reliable way to catch-up. It prevents entries from being miscategorized by context, and it produces a coherent audit trail when we're done.
We flag, not decide
When something is ambiguous — an unusual transaction, an expense that could go one of two ways — we flag it for you with context rather than making a judgment call on your behalf. Your records reflect your business, not our assumptions.
A clean foundation for what's next
Whether the next step is tax season, handing off to an accountant, or starting a monthly bookkeeping arrangement, having accurate and organized records underneath everything makes the process considerably smoother.
Typical timeline
Initial review of your records; scope agreed; work begins
Catch-up work completed; any queries raised with you
Organized books and handover notes delivered to you
Timeline may vary depending on the volume of transactions and availability of source records. We'll set clear expectations after the initial review.
Our commitment
We won't start work until we've agreed on scope.
Before any catch-up work begins, we spend time understanding exactly what your records look like and what the job involves. If there's something that would change the price or timeline, we tell you upfront — not after the fact.
If the work we deliver doesn't match what was agreed, we'll fix it. That's a straightforward promise: you receive what was described, or we make it right.
There's no obligation from a first conversation. Reach out, describe your situation, and we'll give you an honest sense of whether this service fits what you need — with no pressure to proceed.
Scope agreed before start
We review your records first and confirm cost and timeline in writing before any billable work begins.
Delivered as described
If the completed work doesn't match what was agreed, we review and correct without additional charge.
Free initial conversation
Tell us where things stand and we'll tell you honestly whether this service is the right fit. No commitment required.
Getting started
Four simple steps from here to done.
Get in touch
Use the contact form on the main page. Tell us roughly how far back your records have fallen and which software you use, if any. No need to prepare documents yet.
We review and quote
You share your records for review. We assess the volume and complexity, confirm the flat fee and estimated timeline, and wait for your go-ahead before starting.
We do the work
The catch-up proceeds quietly. We'll reach out if we need clarification on anything specific. Otherwise, we handle it and let you know when we're nearly done.
You receive your books
Tidy, reconciled records plus a handover note. Your books are ready for your accountant, for tax season, or simply for your own peace of mind.
Books Catch-Up & Tidy · $420 flat fee
The backlog doesn't have to keep sitting there.
A short message is all it takes to get the ball rolling. Tell us where things stand, and we'll take it from there — carefully, thoroughly, and without any pressure on what comes next.
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