Catch-up books
We rebuild the months that fell behind from the statements and records you provide. We would rather do fewer cleanups well than rush a stack of books. Cleanup does not guarantee that an agency will accept the result.
What's included
Who it's for
Documents you'll need
Not sure? We share a tailored checklist after the consultation.
Bank and credit card statements for the period
Access to the accounting file, if one exists
Receipts or invoices you want classified
Our process
Schedule a consultation
Book in person or remotely. Tell us what you need and we suggest the right service path.
Bring or upload your documents
We share a clear checklist so nothing important gets missed.
Review with a specialist
We walk through your situation, answer questions, and confirm the plan together.
We prepare, file, or organize
From tax returns to payroll, formations or filings, we handle the work end to end.
Ongoing follow-up support
We stay available year-round for questions, notices, and the next step.
Ready when you are
Pick a time that works for you — in person at San Pablo or Concord, or fully remote.
Related services
Pairs well with this service.
