Catch-up & Historical Bookkeeping

Behind on your books? We specialize in cleaning up messy records and reconstructing financial history for businesses that need to be tax-ready and audit-proof.

"Cleaned up 3 years of data in 2 weeks"

Don't Let Old Records Hold You Back

Whether you're prepping for a bank loan, an acquisition, or just trying to navigate tax season, having messy or incomplete books is a major liability. Our historical bookkeeping services are designed to eliminate that stress by providing a complete, accurate financial narrative of your company's past.

Historical Reconstruction

We meticulously reconstruct your past financial records, regardless of how messy they are.

Accurate Categorization

Every transaction from the past is accurately categorized for tax and audit readiness.

Tax Compliance

Get your books ready for tax filing and resolve outstanding IRS or state tax notices.

Fast Turnaround

Our catch-up experts work efficiently to bring you up to date in record time.

The BPS Cleanup Method

Audit & Assessment

We review your existing software and physical records to identify the depth of the backlog.

Data Gathering

We securely integrate with bank feeds or collect bank statements for the missing periods.

Reconciliation

Our experts match every transaction, resolve discrepancies, and balance your books.

Final Reporting

Receive accurate P&L and Balance Sheets for the historical periods, ready for your CPA.

Historical Bookkeeping Questions

We can go back as far as your data allows. Whether you are 6 months behind or 5 years, our team has experience reconstructing long histories of financial data.

A standard 12-month cleanup usually takes between 1 to 2 weeks, depending on the volume of transactions and the state of your records. We'll provide a specific timeline after our initial assessment.

Absolutely. Historical bookkeeping is the foundation of filing back-taxes. We provide tax-ready financial statements that your CPA can use to file your returns immediately.

We primarily work with QuickBooks Online and Xero. However, if your data is currently in Excel or on paper, we can migrant it to a modern cloud-based platform as part of the process.

Get Your Business Back On the Right Track

Join hundreds of businesses who have replaced financial stress with clarity. Our experts are ready to roll up their sleeves.

Schedule Free Assessment