Ask us about getting caught up for tax time!
Behind on Your Books? We’ll Help You Get Caught Up and Stay Caught Up.
If your business bookkeeping is months or years behind, you are not alone. Most business owners do not fall behind because they are careless. They fall behind because they are busy running the business.
But once your books are behind, everything gets harder.
You may not know your real profit. You may not know how much to set aside for taxes. You may not know whether your QuickBooks Online file is accurate. And when tax season comes around, you may be stuck scrambling for numbers that should have been organized all year.
At Morton Bookkeeping Services, we help business owners catch up, clean up, and organize their books in QuickBooks Online so they can move forward with accurate records and a better monthly system.
Whether you are 3 months behind or several years behind, we can help you get your books back on track.
Catch Up Bookkeeping for Business Owners Who Are Tired of Guessing
Our catch up bookkeeping service is designed for business owners who need their financial records brought current.
This service may be right for you if:
- Your business books are behind
- Your QuickBooks Online file is messy or incomplete
- You have months or years of uncategorized transactions
- Your bank accounts or credit cards have not been reconciled
- Your tax preparer needs clean books
- You are not sure your income and expenses are correct
- You do not have reliable profit and loss reports
- You are using spreadsheets, old records, or another system and need to move into QuickBooks Online
- You want to stop falling behind and move into monthly bookkeeping
If you are looking for someone to “catch up my books,” “clean up QuickBooks,” or “get my books ready for taxes,” this is exactly what we do.
What Is Catch Up Bookkeeping?
Catch up bookkeeping is the process of bringing old, incomplete, or messy business records up to date.
That usually includes reviewing prior transactions, categorizing income and expenses, reconciling bank and credit card accounts, correcting bookkeeping errors, and preparing financial reports.
In plain English, we take disorganized books and turn them into usable financial records.
The goal is not just to make the books look cleaner. The goal is to help you understand where your business stands and build a system that keeps you current going forward.
We Work in QuickBooks Online
Morton Bookkeeping Services works in QuickBooks Online for all bookkeeping clients.
If your records are currently in Excel, spreadsheets, downloaded bank files, old accounting software, or another format, we may be able to use that information as part of the cleanup process. But to become a client, your bookkeeping system needs to be moved into QuickBooks Online.
Why?
Because QuickBooks Online gives your business a cleaner, more reliable system for monthly bookkeeping, reporting, tax preparation, and ongoing support.
We do not want to simply fix the past and leave you with the same problem. We want to help you catch up and stay caught up.
Our Catch Up Bookkeeping Process
1. We Review Where Things Stand
We start by looking at your current bookkeeping situation. That may include your QuickBooks Online file, bank accounts, credit cards, prior records, spreadsheets, statements, or other financial documents.
We want to understand how far behind the books are, what needs to be fixed, and what information is missing.
2. We Create a Cleanup Plan
After reviewing the condition of your books, we explain what needs to happen and how many months need to be caught up.
Our catch up bookkeeping pricing is based on your regular monthly bookkeeping fee multiplied by the number of months that need to be completed.
For example, if your business needs 12 months of catch up bookkeeping, the cleanup cost is based on 12 months of bookkeeping work.
3. We Bring Your Books Current
We categorize transactions, reconcile accounts, review income and expenses, clean up obvious errors, and organize your books in QuickBooks Online.
The goal is to create financial records that are useful, accurate, and ready for monthly reporting.
4. We Review the Results With You
Once your books are caught up, we review your reports with you so you can understand what happened in your business.
This may include your profit and loss statement, balance sheet, and other reports depending on your business.
5. We Move You Into Monthly Bookkeeping
The best time to start monthly bookkeeping is right after cleanup.
Once your books are current, monthly bookkeeping helps keep them that way. That means fewer surprises, less stress, cleaner reports, and a better system for tax time.
Why Catch Up Bookkeeping Matters
Behind books create blind spots.
You may have money coming in and going out, but without clean records, you may not know what is actually happening in the business.
Catch up bookkeeping helps you answer questions like:
Am I actually profitable?
Where is my money going?
Can I afford to hire?
How much should I set aside for taxes?
Did I miss deductible expenses?
Are my books ready for tax preparation?
Is my business growing, or just staying busy?
When your books are current, you can stop making decisions based only on your bank balance.
Catch Up Bookkeeping Before Tax Filing
Many business owners contact us because tax season is coming and their books are not ready.
If your tax preparer, CPA, or accountant has asked for clean books, we can help. We organize your bookkeeping so your income and expenses are easier to review before the tax return is prepared.
This matters because messy books can lead to missed expenses, incorrect income, delayed filings, and unnecessary stress.
Morton Bookkeeping Services also provides tax preparation and tax advisory services, so we understand how bookkeeping connects to your tax return. For this page, the main focus is bookkeeping cleanup, but tax-ready records are one of the biggest benefits.
What We Need From You
To catch up your books, we may need access to:
- QuickBooks Online
- Bank statements
- Credit card statements
- Loan statements
- Payroll reports
- Merchant processor reports
- Prior tax returns
- Spreadsheets or old bookkeeping records
- Receipts or notes for unusual transactions
- Details about owner draws, transfers, loans, or personal expenses
You do not need to have everything perfectly organized before you call us.
That is the point of the service.
Who We Help
Morton Bookkeeping Services works with businesses nationwide.
Our best-fit clients are usually small business owners who want reliable bookkeeping, tax-ready records, and ongoing monthly support.
We are often a strong fit for businesses with:
- Revenue between $250,000 and $5,000,000
- Fewer than 10 employees
- LLCs, S-Corps, C-Corps, partnerships, and nonprofits
- QuickBooks Online or willingness to move into QuickBooks Online
- A need for catch up bookkeeping and ongoing monthly bookkeeping
We can work with many industries. The most important thing is that you want clean records, better reporting, and a bookkeeping system that actually supports the business.
Why Choose Morton Bookkeeping Services?
Many bookkeeping services only focus on data entry.
We focus on clarity.
Your bookkeeping should help you understand your business, prepare for taxes, avoid last-minute stress, and make better decisions.
With Morton Bookkeeping Services, you get:
- Catch up bookkeeping in QuickBooks Online
- Help cleaning up months or years of transactions
- Plain-language communication
- Tax-aware bookkeeping
- Clear pricing based on the number of months needed
- A path into monthly bookkeeping after cleanup
- Support from a team that understands small business owners
We will not make you feel embarrassed about falling behind.
We will help you fix it.