Catch-Up Bookkeeping
Get current across 6–24 months of backlog. Tax-ready statements and documentation.
Balenta delivers catch-up bookkeeping designed for US businesses. We use automation to reduce repetitive work, then apply structured human review to keep outputs accurate and consistent. Get current across 6–24 months of backlog. Create tax-ready statements and documentation.
What's Included
- →Gap mapping and data intake
- →Historical reconciliation month-by-month
- →Cleanup and standardization of categories
- →Tax-ready reporting package
How It Works
- →Step 1: Collect statements and exports
- →Step 2: Sequence months and prioritize fixes
- →Step 3: Reconcile and close backlog months
- →Step 4: Run final review and produce reporting pack
Who This Is For
- →Businesses that want predictable delivery for catch-up bookkeeping.
- →Teams that value clear communication and documented processes.
- →Founders who want visibility without adding internal finance headcount.
Deliverables
- →Closed-month statements for each period
- →Summary of adjustments and decisions
- →Documentation checklist for tax filing
Tools Supported
QuickBooks Online or Xero (preferred) · CSV-based workflows when needed · Payment processor exports
Timelines
Common timelines: 4–10 weeks depending on backlog size, transaction volume, and data availability.
Controls & Confidentiality
Confidentiality-first handling is built into our workflow. Access is restricted to what is required to deliver the work, and review checkpoints reduce preventable errors.
Catch-Up Bookkeeping — Common Questions
Typically 4–8 weeks for 12 months of backlog, depending on transaction volume and data availability.
We work with available data and document gaps. We can request statements from banks and processors on your behalf.
Yes. We work with your existing accounting software or help you set up if you don't have one.
Yes. Every catch-up engagement includes a tax-ready documentation checklist and clean statements.
Yes. Most catch-up clients transition to monthly bookkeeping once we get them current.
We flag personal expenses and work with you to reclassify them correctly, with clear documentation.
Simplify Your Financial
Management Today
Automation for speed, human review for accuracy, and confidentiality-first handling of your financial data.