Let's get you
current.
Behind on your bookkeeping? No judgment. We get you current at a flat rate per month of backlog — then transition you to monthly EZE Insights so you never fall behind again.
- Flat rate, no surprises
- Every transaction categorized
- Full reconciliation
- IRS-compliant cash-basis
- No software required
One month of backlog.
One flat rate.
We charge $300 for each calendar month we need to catch up. Whether you're 3 months behind or 18, the math is simple.
* Based on typical transaction volume (1–3 accounts, under 300 transactions/month). We'll confirm your exact quote before starting. No surprises.
Most business owners have no idea how far behind they are until they need their books for a loan, a tax filing, or a sale. The longer you wait, the more it costs — in money and in options.
Simple. Straightforward.
Done right.
- You tell us how far back
Fill out the form below. We'll confirm the scope, give you an exact quote, and get started — usually within 48 hours.
- Send us your statements
Bank and credit card statements for the backlog period. Download from your bank or forward the PDFs — we'll tell you exactly what we need.
- We do the work
Every transaction categorized, every account reconciled, IRS-compliant cash-basis books. We work through each month chronologically and confirm when complete.
- You get clean books
Your backlog is cleared. Your CPA has what they need. You have a clear financial picture — from the date you needed it.
- We transition you to monthly EZE Insights
Most catch-up clients move to monthly service once they're current. You worked hard to get here. We help you stay here — and go further.
Answers before you ask.
Getting current is the start.
Not the finish line.
Catch-up gets you to zero. Monthly EZE Insights keeps you there — and tells you where to go next.
From catch-up to
ongoing clarity.
Once your books are current, we transition you seamlessly to monthly EZE Insights — the bookkeeping and financial analysis service that keeps you ahead of your numbers every month. Same team. No new setup. Just continuity.
See the Monthly Service →Tell us where you are.
We'll take it from there.
Fill out the form and we'll respond within 24 hours with a confirmed quote and next steps. No calls unless you want them.