Annual & Catch-Up Bookkeeping Services
One-time bookkeeping for businesses that prepare books annually, have fallen behind, or need historical records cleaned before tax preparation.
When catch-up bookkeeping helps
If months of transactions are uncategorized, accounts have not been reconciled, or prior books contain duplicated or missing entries, a catch-up project can rebuild a cleaner baseline before current bookkeeping continues.
Annual packages
One-time annual bookkeeping starts at $449 in the US and £349 in the UK for lower-volume records. Pricing increases with annual transaction volume, number of financial accounts and the condition of the existing books.
Typical scope
- Full-year transaction review
- Bank, card and payment account reconciliation
- Cleanup of uncategorized or duplicated entries
- Opening and closing balance review
- Year-end P&L and Balance Sheet
- Questions list and tax-preparer handoff pack
What can change the fee
Inventory, payroll corrections, sales-tax or VAT cleanup, multi-currency activity, unreconciled prior-year balances and missing statements can materially increase the work. These items are identified during the records review before the final fee is confirmed.