Get Caught Up on Your Small Business Bookkeeping
Turn past-due bank and credit card statements into clean, review-ready monthly Profit & Loss reports—with no software to configure, no bank logins, and no judgment.
Get StartedBring Past Months Current Directly from Your Statements
When business gets busy, bookkeeping is often the first task pushed aside. Provide your historical PDF or CSV bank and credit card statements, and CheckOff Books reconstructs your records into accurate, categorized monthly reports.
How Catch-Up Bookkeeping Works
- Submit your statements. Upload PDF or CSV statements for the months you need completed.
- We categorize your transactions. We reconcile transactions on a cash basis and use consistent income and expense categories.
- Receive review-ready P&Ls. Receive monthly cash-basis Profit & Loss reports to review or provide to your tax professional.
What Is Included
- Monthly cash-basis Profit & Loss statements
- No accounting software required
- No bank account linking
- For Your Tax Professional: Clean, categorized reports you can provide to your CPA or tax preparer for their review
- Balance sheets upon request when sufficient opening balances and supporting records are supplied
What We Do Not Do
We do not prepare, calculate, or file tax returns; provide tax advice or IRS representation; manage accounts payable; or send customer invoices.
Dealing with multiple unfiled tax years? See our historical back-taxes bookkeeping support. Need ongoing support after cleanup? See statement-based bookkeeping.