The Bookkeeping HQ Schedule a Consultation

Service · Catch-up & clean-up

Behind on your books?
Breathe. Dana's got this.

Months behind. Years behind. A QuickBooks file that's become more guess than ledger. Wherever you're starting from, there's no lecture here — just a calm, methodical plan to get you caught up, cleaned up, and tax-ready.

Talk to Dana — No Judgment Call (281) 436-7300
Any backlogMonths or years
Fixed estimateQuoted up front
Tax-readyWhen she's done
No judgmentEver

First, the honest part

Falling behind doesn't make you a bad business owner.

It usually means the opposite — you were busy running the thing. The books were the one plate that could wait. Until, suddenly, they couldn't.

Maybe a tax deadline is looming. Maybe a lender or a buyer asked for financials you don't have. Maybe the not-knowing has just quietly become its own kind of stress — that low hum of "I have no idea if we're actually okay." However you got here, you are far from the first owner to sit across from Dana with a year of unopened statements.

Here's what matters: a backlog is fixable. Always. The transactions happened, the records exist somewhere, and reconstructing them is exactly the kind of careful, unglamorous work Dana is genuinely good at.

How a catch-up actually works

From shoebox to tax-ready, step by step.

Untangling messy books isn't magic — it's method. Here's the path Dana follows to take you from "I don't know" to financials you can stand behind.

  1. Assess the backlog

    Dana reviews how far behind you are and what condition the records are in, then scopes the work and gives you a fixed estimate before anything starts. No open-ended hourly meter.

  2. Gather the source records

    Bank statements, credit-card statements, loan docs, prior returns — through secure cloud upload or direct QuickBooks sync. Dana tells you exactly what she needs and chases the gaps.

  3. Reconstruct & categorize

    Every past transaction is entered and coded correctly — month by month — so the history actually reflects how the business ran, not a pile of guesses.

  4. Reconcile every account

    Each month is reconciled against the real bank and card balances. This is where duplicates, missing income, and old errors surface and get corrected.

  5. Fix the prior mess

    Miscategorized expenses, double-counted deposits, personal-vs-business tangles, broken opening balances — the inherited problems get untangled, not papered over.

  6. Deliver clean, tax-ready financials

    You finish with accurate Profit & Loss and Balance Sheet statements for each period — ready to hand to your CPA, your lender, or the IRS with confidence.

Quietly important: a clean catch-up often pays for itself. Reconstructed books routinely surface deductions that were missed and income that was double-counted — money that was hiding in the mess the whole time.

And then?

Caught up once, kept current forever.

The goal isn't just to fix the past — it's to make sure you never have to do this again. Once your books are clean, most clients roll straight onto monthly bookkeeping, so the backlog never rebuilds and tax season stops being a fire drill.

You leave with a plan — not just a cleaned-up file.

Keep exploring

Related services & areas.

Ongoing

Monthly Bookkeeping

Stay current after the catch-up — clean financials, every month.

See monthly service QuickBooks

QuickBooks ProAdvisor

Rebuild a broken QuickBooks file the right way.

ProAdvisor cleanup Spring & Houston

Serving greater Houston

Remote catch-up help for businesses across the Houston area.

Spring & Houston

The hard part is starting

Hand the backlog to someone who's seen it all.

One honest conversation and a fixed estimate is all it takes to turn a year of dread into a plan. No judgment — just a way out.

Schedule Your Free Consultation