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Core Service · Catch-up Bookkeeping

We get you up to date and audit ready

Fincent takes months or even years of backlog and turns it into clean, reconciled books, rebuilt by a dedicated team.

You get one clear scope, one fixed quote, and a finish date you can count on. Once you are current, our monthly bookkeeping service keeps you up to date.

Book a TimeGet a Quote
30 daycatch-up closure
Fixed quoteagreed up front
Audit-readywhen we are done
Your Fincent team
PRDSMT+2
3 yearsCaught up
Catch-up bookkeeping: books behind, rebuilt step by step, and brought up to date

Trusted by hundreds of small businesses across the US

Beyond off-the-shelf software

Works with QuickBooks or the Fincent ledger

We rebuild your historical books directly in Fincent, creating a single, clean financial record you can trust. There's no need to change the accounting software you already use. Fincent integrates with QuickBooks, Xero, Zoho Books, and virtually any other ERP, keeping your data synchronized automatically.

Built for you, at no additional cost
Custom build queueThis month
Project cash-flow dashboardRequested
Multi-step approval workflowRequested
ERP & payroll integrationRequested
Investor report packRequested
$0 · custom builds are included with every plan
The rebuild

How we get your books current

We rebuild your history period by period, then hand you finished financials for each one.

Step 1

Backlog assessment

Before any work starts, we review what is missing and give you a clear scope and a fixed quote.

  • ✓We pull your bank and card history
  • ✓Gaps and missing periods found
  • ✓A fixed quote, up front
Step 2

Historical categorization and cleanup

We categorize every past transaction and clean up the mess, so your history is consistent.

  • ✓Every past transaction categorized
  • ✓Duplicates and errors cleaned up
  • ✓A consistent chart of accounts
Step 3

Reconciliation and adjustments

We reconcile every month to its statement and post the adjusting entries each period needs.

  • ✓Every month reconciled to statements
  • ✓Opening balances, accruals, and depreciation corrected
  • ✓Reviewed by an accountant
Step 4

Finished financials for every period

You get a complete set of statements for each period we rebuild, ready for tax or financing.

  • ✓P&L, balance sheet, and cash flow per period
  • ✓Year-end summaries
  • ✓Export or share any period
Step 5

A smooth move to monthly bookkeeping

Once you are current, your clean books flow into Monthly Bookkeeping with the same team.

  • ✓Your books handed over clean
  • ✓Straight into monthly bookkeeping
  • ✓No second onboarding
Instant answers

Ask your books a question. Get an answer in seconds.

Fincent's AI reads your live books, so you can ask a plain question and get a clear answer right away. When a question needs a person, your team is one message away.

Where is money being wasted?How long is my runway?Why did expenses jump?
AI
Software was up 18% and travel up 22%. Most of it is two new tools and a sales trip. Want me to flag them for your bookkeeper?
AI
At the current burn, runway is 11 months. Trimming those two tools adds about 3 weeks.
How catch-up works

A simple path from past to present

One clear scope, one fixed quote, and a finish date you can count on.

1

We scope the backlog

We look at how far back you are and what is missing, then send a fixed quote.

2

We gather records

We collect statements, past returns, and records, and chase what we can for you.

3

We rebuild the books

We categorize, reconcile, and adjust every period, then an accountant reviews.

4

Deliver and continue

You get finished financials for every period, then we move you onto monthly.

Real people

Meet the team on your account

You are matched with named people who learn your business and stay with you as you grow.

Paige Robertson
Dedicated bookkeeper

Categorizes, reconciles, and answers your day-to-day questions.

Diane Sullivan, CPA
Reviewing accountant

Reviews and signs off every month-end close before it is final.

Marcus Turner
Account lead

Your main point of contact, keeping everything on track.

Tax & payroll
Specialists on call

Looped in the moment you need them, at no extra hassle.

Every service is human-delivered. A dedicated team on your account, working inside the Fincent platform.

Progress review

A catch-up you can watch come together

As we rebuild each period, your team walks you through what was fixed and reconciled, so you are never left wondering where the project stands.

  • ✓See each period move from messy to reconciled
  • ✓An accountant reviews the full rebuild
  • ✓A clear finish date you can count on
Catch-up reviewLive
Paige · Bookkeeper
Diane · CPA reviewer
Alex · You
Sharing:Latest financials
30 daycatch-up closure
Every periodreconciled and reviewed
One quotefixed, up front
Audit-readywhen we are done
Loved by founders

Businesses that got current, fast

“We were two years behind and dreading it. Fincent gave us one fixed quote, and a few weeks later, every year was clean and reconciled.”
SM
Sarah MitchellOwner, Cobalt Studio
“They found deductions our old books had buried. For the first time, tax season was calm.”
GP
Greg PattersonFounder, Harbor Coffee
Good to know

Catch-up bookkeeping FAQ

Q.How far back can you go?+

As far as you need. We regularly rebuild several years of history across many accounts.

Q.How long does a catch-up take?+

It depends on the scope, but most projects finish in a few weeks. We give you a finish date in the quote.

Q.What does it cost?+

It is a one-time fixed quote based on how far back you are and how complex the books are.

Q.Do I need my old bank statements?+

It helps, but we can also pull much of the history ourselves once you connect your accounts.

Q.What happens after I am caught up?+

Your clean books move straight into Monthly Bookkeeping with the same team, so you stay current.

Q.Can you fix books another bookkeeper started?+

Yes. We often clean up and correct work that was started somewhere else.

Get out from under the backlog.

Give us the mess and a finish date. You get clean, reconciled books for every period, and a team that keeps you current.

Book a TimeGet a Quote