Catch-Up Bookkeeping
Behind on your books? We bring up to three months fully current — categorised, reconciled and ready for review.
Get current, then stay current.
Built for owners who…
Owners who are a few months behind and dreading tax season
Businesses that switched bookkeepers and have gaps
Companies preparing for a loan application that needs current books
Anyone moving onto a monthly bookkeeping plan
What we do together
- Catch-up of up to three months of transactions
- Bank and credit card reconciliations for each month
- Clean-up of duplicate and uncategorised transactions
- List of open questions and missing documents
- Updated profit and loss and balance sheet
- Handover call to review the results
What you receive
- Books current for the catch-up period
- Reconciliation reports per month
- Open items list
- Updated financial statements
How it works
Purchase
Check out and receive the onboarding checklist.
Access
Share accounting system access and statements.
Catch up
We work through each month in order.
Review
We walk you through the results and open items.
Common questions
What if I'm more than three months behind?
Additional months can be added; we will confirm a fixed quote after reviewing your records.
How long does it take?
Usually two to three weeks once we have statements and access.
Do you fix prior-year errors?
We flag them. Correcting closed prior periods should be agreed with your tax preparer.
What happens after?
Many clients move onto Monthly Bookkeeping so the books stay current.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Catch-Up Bookkeeping — $497
Get current, then stay current.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.