top of page

12-Month Catch-Up Bookkeeping NJ | How We Fix a Year of Books

Catch-Up Bookkeeping NJ — Fixing a Year of Books, Fast

If your bookkeeping fell behind during the year, you’re not alone. Many small business owners come to us each December needing catch-up bookkeeping NJ services to close out the year, file taxes, and start fresh.


Step 1: Retrieve & Organize Data

We securely connect to your bank, credit card, and loan accounts to gather every transaction.

If you’ve used spreadsheets, we’ll import and sort that data into QuickBooks or Xero.


Step 2: Reconcile Each Month

We reconcile every account — month by month — to ensure balances are accurate. This identifies missing or duplicate transactions before your tax filing.


Step 3: Categorize for Taxes

All income and expenses are classified to align with your tax preparation categories for clean reporting.


Step 4: Review & Deliver Reports

You’ll receive a clean set of financial statements (Profit & Loss, Balance Sheet, and Cash Flow) ready for your CPA review or IRS submission.


CPA in NJ reviewing catch-up bookkeeping reports for small business

CPA Tip:

The sooner you start catch-up bookkeeping NJ, the easier it is to fix errors and reduce stress before year-end.


Get Back on Track

Behind on your books? We can help.

Comments


bottom of page