Zachary Schwarz CPA — Accounting & Tax Services
Accounting

Catch-up & cleanup bookkeeping

Books that are months or years behind, or that were kept but can’t be trusted, brought current and reconciled so taxes can be filed and monthly bookkeeping can start from a clean base.

Call 239-896-6799 Send a message

What is included

Assessment

A review of what exists, what’s missing and how far back the work needs to go, so the scope is clear before starting.

Transactions caught up

Every month entered and categorized from bank, card and payroll records.

Reconciliations

Bank, card, loan and payroll accounts reconciled month by month to statements.

Balance sheet cleanup

Old errors, duplicate entries and unexplained balances corrected and documented.

Ready for tax and monthly work

A closed set of books your return can be prepared from, and a clean starting point for monthly service.

How it works

Common for

Service businesses Startups Construction & trades All industries →

Common questions

How far behind is too far?
Nothing is too far. Several years behind just means more months to work through. The first step is finding out what records exist.
How is catch-up work priced?
By the number of months behind and how many accounts and transactions each month has. A short call is usually enough to scope it.
Can I get my taxes filed while the books are being caught up?
Usually the books need to be caught up first so the return is accurate. If a deadline is close, an extension buys the time.

More answers on the FAQ page →

Other services

Bookkeeping & monthly close Financial statements & workpapers Payroll WIP review & job costing Accounting CFO services Tax
Contact

Call me and describe the situation.

A short conversation is usually enough to find out how I can help you and your business.

239-896-6799 zach@zacharyschwarzcpa.com

Based in Denver, Colorado. Clients in every state, handled remotely.