Behind on your books? Let's close that gap together.
We reconstruct your transaction history from bank feeds, receipts, and invoices — then organize everything into a clean, navigable chart of accounts. However far back things go, there's a clear path forward.
Records you can stand behind — however far they've slipped
When we're done, you'll have a complete transaction history, properly categorized, reconciled against your statements, and organized into a chart of accounts that makes sense for your business. Not a rough approximation — a reliable set of books you can share with an accountant, a lender, or a business advisor with confidence.
The emotional weight of carrying unresolved records tends to be heavier than people expect. Knowing that a backlog exists, but not knowing exactly how bad it is or how to address it, is its own kind of pressure. This service is designed to remove that entirely.
Falling behind isn't a sign of carelessness
Bookkeeping backlogs happen to well-run businesses. A busy quarter, a staffing gap, a period of rapid growth that left record-keeping as a secondary concern — these are ordinary circumstances, not failures of discipline. The problem isn't how the backlog started. It's that the longer it sits, the harder it becomes to address on your own.
As months accumulate, the task of catching up becomes less defined. You're no longer sure which records exist, which are missing, or where to start. The uncertainty makes it easier to keep deferring — which means the backlog keeps growing.
There are usually real consequences waiting in the background: an upcoming audit, a loan application that requires clean financials, a new fiscal year you'd like to start from a known position. The backlog doesn't stay abstract forever.
A structured reconstruction from whatever you have
Catch-Up Bookkeeping works from the records that exist — bank feeds, card statements, invoices, receipts — and reconstructs a complete transaction history for each period. We establish a chart of accounts appropriate to your business and work through the backlog methodically, quarter by quarter.
Transaction Reconstruction
We work through bank feeds, card statements, invoices, and receipts to build a complete picture of each period — categorized and organized, not just imported raw.
Chart of Accounts Setup
Every business has different categories of income and expense. We establish a chart of accounts that fits your actual operations — not a generic template — and apply it consistently across all reconstructed periods.
Statement Reconciliation
Reconstructed records are reconciled against your bank and card statements. Any gaps or discrepancies are flagged and resolved before delivery — so what you receive is verifiable, not approximate.
Working through the backlog without it taking over your schedule
The initial review is straightforward — you share access to your bank feeds and whatever supporting records exist, and we assess what we're working with. From there, we provide an honest estimate of the scope and timeline before anything begins.
During the reconstruction, we work through the backlog quarter by quarter. When we encounter items that need your input — a transaction that isn't clear from the statement alone, a category decision that depends on your judgment — we'll ask directly and briefly, without creating a second job for you.
When the work is complete, you'll receive a full set of organized records and a clean chart of accounts. Many clients use this as the starting point for ongoing monthly bookkeeping, beginning the next period from a known, reliable position.
Priced by the scope of the backlog
Scope confirmed after initial review. No surprises.
Total cost depends on the number of quarters requiring reconstruction. After an initial review of your records, we provide a written estimate before any work begins.
How a backlog becomes a clean record set
The reconstruction process follows a consistent sequence across all backlog quarters, which keeps the work predictable and the results verifiable. We don't estimate or approximate where actual records exist — we work from the data.
Initial review to assess what records exist, what's missing, and how many quarters need attention.
Provided in writing before work begins. Scope adjustments only with your agreement if new information surfaces.
A complete, reconciled transaction history and a clean chart of accounts for every period covered.
Businesses preparing for audits, loan applications, or a fresh start at the beginning of a new fiscal year.
No scope surprises, no rough estimates
We review the records before committing to a scope, and we give you a written estimate before any reconstruction begins. If something unexpected surfaces during the work — additional periods, missing data that changes the approach — we discuss it with you before proceeding. You won't receive an invoice larger than what you agreed to without that conversation happening first.
The records we deliver are reconciled against your statements. If a discrepancy is found after delivery that we missed, we address it. The goal is records you can trust, not records that are close enough.
The initial conversation carries no obligation. Share what you know about your situation, and we'll come back with an honest picture of what the project would involve.
From backlog to clean books — a clear path
The process is designed to be clear from the start. You'll know the scope, the timeline, and the cost before any reconstruction begins.
Share your situation
Use the contact form to give us a brief description: how far back the backlog goes, what records you have access to, and what's prompted you to address it now. A few sentences is enough.
We assess and estimate
We review what you've shared, ask for a brief look at available records, and come back with an honest time and cost estimate. No work begins until you've agreed to the scope in writing.
Reconstruction begins
We work through the quarters methodically, keeping you informed at key points. On delivery, you receive a complete, reconciled record set and a chart of accounts ready for your accountant or next audit.
The backlog doesn't have to stay that way
Send a message with a brief description of your situation — how far back the records go and what you're trying to accomplish. We'll respond within one business day with an honest assessment and clear next steps.
Start the ConversationOther ways Pro Ledgerly can help
Monthly Bookkeeping
Consistent recording of all financial transactions, reconciled and summarized each month. A clean report within five business days of month close — starting at $450/month.
Learn more →Receipt & Document Management
A structured digital filing system for your financial documents — cloud setup, naming conventions, and team training included. One-time investment of $600.
Learn more →