Questions, answered plainly.

Catch-up bookkeeping is all the bookkeeping for the months you missed, done in order, oldest first, until your books are current through the end of last month. I categorize every transaction, reconcile every account, and file any Florida sales tax returns you missed, so you start the current month clean.

Each catchup is priced as one project, based on how many months are missing and how much work each month takes: how many accounts you have, how many transactions come through, and whether payroll or sales tax are involved. You’ll get the price in writing within 24 to 48 hours of giving me access to your existing books, before any work starts.

Once your records are in, most catchups take 2 to 6 weeks. A full 12 months takes 4 to 6 weeks. You’ll get a timeline in writing with your price. If you have a deadline, like a tax extension or a loan application, say so up front.

Most clients need 12 months or less. If you need more than that, we’ll schedule a call to go over the project before anything is quoted.

A catchup does months that were never done. A cleanup fixes months that were done wrong. The records review tells us which one you need, or whether it’s a bit of both.

I file any Florida sales tax returns (DR-15) you missed. The Florida Department of Revenue may charge penalties or fees for late returns; those are paid to the state, separate from the catchup fee, and don’t go to Sabal Palms. Back income tax returns belong with a licensed tax professional, and I’ll hand them clean, current books to file from. Don’t have a tax professional yet? I can give you names.

Bank, credit card, and loan statements for the missing months, access to your accounting file if you have one, and payroll reports if you run payroll. The free records checklist lists everything.

No. Plenty of people take the clean file and keep it themselves. If you’d rather not fall behind again, Monthly Bookkeeping picks up right where the catchup ends.

Not always. Larger catchups can use a payment plan: 50% to start, and the rest in two payments. Your written quote will say whether yours qualifies.

Then you hear about it before I go any further. We agree on the new price in writing, and nothing extra shows up on an invoice you didn’t approve.

That’s normal. Most banks let you download old statements, and I’ll help you find the rest. Anything that can’t be found gets noted clearly, not guessed at.

Every catchup is done in QuickBooks Online. If you already use it, I work in your file. If your books are in spreadsheets, another program, or a shoebox, we move them into QuickBooks Online first.

Yes. A catchup covers everything from the day you opened. If you don’t have QuickBooks yet, Setup gets it built right first.