12 months behind?
Let's get you caught up.
The Backlog Tacklebox helps business owners catch up accounting records, reconcile accounts, and restore accurate financials in weeks—not months.
Every transaction entered. Every account reconciled. Accurate numbers you can trust.
When the books fall behind, everything gets harder.
It's a common business problem. And it's solvable.
Books 12+ months behind
The backlog is real. But it doesn't have to stay that way.
Reconciliations incomplete
Bank and credit card accounts waiting to be matched.
Tax season is coming
Your CPA needs current books. We can get you there.
Reports you don't trust
When the numbers feel uncertain, it's hard to rely on them.
Lack of financial visibility
You can't make solid decisions without accurate, up-to-date numbers.
Accounts out of sync
Your QuickBooks and your bank aren't telling the same story.
Decisions without clarity
You need accurate numbers to move forward confidently.
Monthly close keeps sliding
One missed month becomes six. Then twelve.
A clear process for catching up.
No vague advice. No unnecessary meetings. Just focused cleanup.
We don't perform audits. We help businesses get caught up.
Assess
Determine what is behind and what needs attention.
Catch Up
Enter transactions, organize accounts, complete reconciliations.
Verify
Confirm balances, review reports, ensure books are accurate.
Deliver
Provide up-to-date books that are ready for taxes and business decisions.
Tools for every kind of backlog.
Pick what you need. Or hand us the whole pile — we'll get you caught up.
Accounting Backlog Cleanup
Months behind? We work through the backlog until your books are current.
Bank & Credit Card Reconciliations
Match every transaction. Close every month. Know your real balances.
Transaction Categorization
Coded correctly and consistently — so your reports finally make sense.
Account & Record Organization
Clean account structure so everything is findable and usable.
Prior-Period Cleanup
Get prior months caught up so you have a clean, accurate starting point.
Financial Reporting Cleanup
P&L and balance sheet you can read, trust, and actually use.
Accounting Workflow Reset
Set up a monthly process so the backlog doesn't build up again.
CPA / Bookkeeper Handoff
Clean, current files your CPA can work with — no surprises.
Growing businesses get busy. Priorities shift. Staff changes. Systems fall behind.
Before long, the books are months or even years behind. The Backlog Tacklebox exists for one reason: to help businesses get caught up quickly and accurately.
We focus on solutions, not blame.
Because catching up takes the right approach.
When your books are behind, you need a focused plan and the right tools. That's what we bring — a structured process to assess what's behind, work through the backlog, verify everything is accurate, and deliver books that are current and usable.
From behind to caught up.
Behind
- Books 12+ months behind
- Reconciliations incomplete
- Tax preparation delayed
- Reports unreliable
- No financial visibility
- Unclear financial picture
Caught up
- Books current
- Accounts reconciled
- Financial reports usable
- CPA-ready records
- Confidence in the numbers
- Clear financial picture
What does caught up actually mean?
Our goal isn't audit-level reconstruction. Our goal is accurate, up-to-date books you can use.
Built for businesses that need to get caught up.
The records exist. They just haven't been caught up.
- 01Small business owners behind on bookkeeping
- 02Service businesses with growing transaction volume
- 03Owner-operated companies using QuickBooks
- 04Businesses 12–24 months behind on books
- 05Companies preparing for tax season
- 06Owners who need accurate numbers to make decisions
- 07Teams without time to work through the backlog
- 08Businesses that need reliable financial visibility
Notes from caught-up clients.
We were 18 months behind and caught up within weeks.
Our CPA finally had everything they needed.
The reports finally matched reality.
They helped us get current without disrupting the business.