GlobalX Advisors

Catch-Up Bookkeeping

Bookkeeping
brought fully current

Accurate bookkeeping services that help you track income, expenses, and financial performance with confidence.

Catch-up bookkeeping services

Get your books 100% caught up & audit-ready

Behind on your accounting for months or years? We reconcile past statements, organize messy ledgers, and bring your financial records completely up to date, in as fast as 2 weeks.

Catch me up
Transactions left unreconciled
0Transactions left unreconciled
Backlogs cleared in under 30 days
95%Backlogs cleared in under 30 days
Platforms supported
15+Platforms supported
  • Backdated bank & credit reconciliation
  • Tax-ready year-end P&L & balance sheet
  • CPA & tax advisor friendly handoff

Backlog recovery

Months outstanding
A typical twelve-month catch-up, cleared across a two-week engagement. Your own timeline depends on transaction volume rather than the number of months.
A typical twelve-month catch-up, cleared across a two-week engagement. Your own timeline depends on transaction volume rather than the number of months.
Point in the engagementMonths of books outstanding
Day 112
Day 310
Day 57
Day 84
Day 111
Day 140

Your accounting stack

Seamless integration with your accounting stack

QuickBooksOnline & Desktop
XeroCloud accounting
WaveSmall business
FreshBooksInvoicing
Oracle NetSuiteERP
SageBusiness cloud

Complete backlog clean-up

What we fix in your books

We transform months or years of disorganized financial records into structured, tax-compliant ledgers.

Uncategorized Expenses

We review and categorize every historical transaction, bank fee, and vendor payment into appropriate charts of accounts.

Bank & Credit Reconciliation

We pull past bank and credit card statements to ensure every single penny matches your ending account balances perfectly.

Tax & Audit Preparation

We clean up duplicate entries, resolve missing receipts, and structure your books so your CPA can file taxes with zero hassle.

Backlog recovery status

100% tax-ready

Before

Uncategorized transactions & messy statements

After

Fully reconciled ledger & clean financial statements

Average turnaround
2 weeksAverage turnaround
CPA tax filing delays
ZeroCPA tax filing delays

Simple & hassle-free

How catch-up works

  1. Step 01

    Secure Read-Only Access

    Connect your bank accounts and accounting software with 256-bit secure read-only permission.

    You · Read-only, revocable

  2. Step 02

    Historical Reconciliation

    Our dedicated experts clean up uncategorized expenses and resolve duplicate entries.

    Us · Oldest period forward

  3. Step 03

    Audit-Ready Handoff

    Receive pristine P&L statements, Balance Sheets, and tax-ready files directly to your dashboard.

    Done · Straight to your CPA

Getting started

What we need from you

Send these and the free audit tells you exactly how far behind you actually are.

  1. Read-only access to your accounting software, or the file if it is desktop
  2. Bank and credit card feeds for every business account, including the dormant ones
  3. Payment processor accounts: Stripe, PayPal, Square, Shopify, Amazon
  4. Payroll reports, and the last filed set of accounts or tax return
  5. Loan agreements, finance schedules and any fixed assets bought on credit

Missing statements for an early period? Say so. How far back your bank will re-issue is usually what sets the earliest month we can reconcile properly, and we check that before quoting.

Got questions?

Catch-up bookkeeping FAQs

Common questions about historical backlog cleanup and catch-up services.

As far back as there are records to work from. We regularly pick up engagements several years behind. What sets the limit in practice is not our side but the availability of statements: banks and processors vary in how much history they will re-issue, so the earliest period we can reconcile properly is the earliest one you can still get statements for. We check that in the audit before quoting.

Get the backlog cleared before the deadline is the problem

Years of statements reconciled, duplicates resolved, and a tax-ready set handed to your CPA, typically inside two weeks. Start with a free audit that tells you exactly how far behind you are.

Catch me up
Receipts and a calculator being worked through at a desk

Start the catch-up

Tell us how far behind and we'll scope the work

Send the details below and a bookkeeper picks it up the same working day. How many months are outstanding is what sets the quote, so it is the one thing worth being honest about.

  • Backlog scoped before a price is quoted, not after
  • Past statements reconciled, not just entered
  • Filed on the correct basis for the years in question
  • Handed to your accountant in a form they can use

Get Your Books Ready

Let us keep your books clean and up to date. Tell us about your business below.

We reply within one business day. No marketing lists.