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Catch-Up Bookkeeping, March to October
Bringing your books current for the eight months from March through October: every transaction recorded and categorized, every account reconciled, payroll and sales tax tied out, and a review call to walk through what we found.
| Catch-up bookkeeping | |
|---|---|
| Record and categorize transactions (per month) (8) | $3,000.00 |
| Bank and credit card reconciliations (per account) (4) | $700.00 |
| Review and tie-out | |
| Payroll records review and tie-out | $450.00 |
| Sales tax review and reconciliation | $400.00 |
| Opening balances tied to last year's return | $350.00 |
| Wrap-up | |
| Review call and cleanup report | $200.00 |
| Total | $5,100.00 |
Notes
This estimate is valid for 30 days. It assumes up to 250 transactions a month across 4 bank and card accounts, read-only access or statements for every month, and answers to our questions within 3 business days. Volume beyond that is billed at $150 per hour, only with your approval first.
Not included: late or amended payroll and sales tax filings, resolving penalties, tax returns, or changes to prior years. Once your books are current, monthly accounting continues under the package you choose.
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