SHALALA CATCH-UP BOOKKEEPING
Catch-up bookkeeping
for overdue records.
Catch-up bookkeeping for Canadian service businesses using QuickBooks Online when the books are fundamentally workable but several weeks or months are behind.
Keep your accountant. Let SHALALA handle the books. We bring routine bookkeeping current; your accountant continues to handle tax and accounting advice.
For workable records with a bookkeeping backlog.
If your records are mostly sound but recent bookkeeping has not been completed, SHALALA can work through the backlog and bring QuickBooks Online current using the records you provide.
- Several weeks or months of routine bookkeeping still to complete
- Bank and credit-card activity that needs to be recorded and reconciled
- Transactions that need routine categorization based on source records
- GST/HST bookkeeping records that need to be brought up to date
- Books that need to be current before ongoing monthly bookkeeping begins
When Catch-Up Bookkeeping is a fit
Catch-Up Bookkeeping is for books that are fundamentally workable but behind. If the file requires major historical reconstruction, has unresolved prior-year issues, or needs accounting or tax interpretation, it falls outside SHALALA’s bookkeeping scope and should be handled by the client’s accountant or an appropriate specialist.
What happens next
- Assess. We review the age and size of the backlog and the records available.
- Catch up. Routine bookkeeping and reconciliations are completed using your source records.
- Clarify. Questions are handled online and in writing when information is missing.
- Continue. Once current, suitable businesses can move into ongoing monthly bookkeeping.
Catch-up work is quoted in writing before work begins. Pricing depends on the number of months, transaction volume, account count, condition of the records and information available.