Catch-Up Bookkeeping Services in Westchester, NY
Behind on your books? Catch-up bookkeeping rebuilds the months or years you missed from your bank and card statements, reconciles every account, and leaves you with books you can file, borrow and plan from. We do it from our White Plains office for businesses across Westchester, the Bronx and New York City, with a fixed quote before we start.
Free 15 minute call · Fixed quote · No obligation
1
day left
Returns on extension are due October 15. If your books are not done, start the catch-up now.
Signs you need catch-up bookkeeping
Two or more of these usually means the cleanup will cost less than the mess is already costing you. Our guide on when to hire a bookkeeper covers the rest.
- You are on an October 15 extension and the books are not ready.
- Bank or credit card accounts have not been reconciled in three months or more.
- You cannot say whether last quarter was profitable.
- A lender, landlord or buyer has asked for a profit and loss statement.
- The IRS or New York State has sent you a notice.
- Business and personal spending share the same account.
- Your last bookkeeper left, or your QuickBooks file was never set up properly.
From a shoebox of statements to books you can file from
Six steps, the same every time. Your part is mostly gathering statements; we do the rest.
Free 15 minute call
How many months behind you are, which accounts are involved, roughly how many transactions, and any deadline you are working to.
A fixed quote
You know the price before any work starts. No hourly meter running in the background.
Send your statements
Bank, credit card and loan statements for the period, plus payroll reports and any sales tax filings, shared through a secure portal.
Rebuild and reconcile
Every transaction categorized, every account reconciled to its statement, and duplicates or errors in any existing file fixed.
Review it together
You get a profit and loss statement, a balance sheet, the general ledger and a short list of questions only you can answer.
Stay current
File your return or extension from clean books, then move to monthly bookkeeping or keep the books yourself with BIB Pro.
Most catch-up projects cost $500 to $3,000
The price depends on how many months are behind, how many accounts and transactions there are, and how messy the records are. Several years of neglected books cost more. Either way you get a fixed quote after the free call, before any work starts.
Timing depends on how far behind you are and how quickly the statements arrive. On the first call we give you a realistic finish date, including whether a deadline you are facing is achievable.
For monthly pricing once you are current, see our guide to how much a bookkeeper costs in 2026.
Mostly statements you already have
- Bank and credit card statements for every business account in the catch-up period
- Loan and line of credit statements
- Payroll reports and any 1099s you issued
- Sales tax returns, if you collect sales tax
- Your most recent filed tax return
- Access to, or an export of, your existing QuickBooks or other bookkeeping file
- Receipts for cash purchases and anything that never touched a statement
The bill only grows with time
Deadlines do not move
Individual returns on extension are due October 15. Missing it adds a failure-to-file penalty of 5% of the unpaid tax for each month the return is late, up to 25%.
Undocumented expenses get lost
An expense that never makes it into the books never makes it onto the return. Receipts go missing and memories fade, so every month you wait costs deductions.
Year-end moves need real numbers
Equipment purchases, retirement contributions and S corp decisions have to happen before December 31, and they only make sense with current books.
Once the books are current, the year-end moves become possible again. See our tax planning services for what can still be done before December 31.
Tell us how far behind you are
Pick any open time. In 15 minutes you will know what the catch-up involves, what it will cost and when it can be done.
Catch-up bookkeeping questions
Something else on your mind? Ask it on the free call, or phone us at (646) 917-7714.
Read before your call
Also from our White Plains office
Get your books current
One free call tells you how big the job is, what it costs and when it can be done. Then the books stop being the thing you dread.