90% of businesses we onboard have reconciliation gaps, misclassified transactions, or a backlog of some kind. Catch-up bookkeeping is not just catching up on transactions — it is rebuilding the financial record so every number is reconciled and every account ties back to source documents. We do the cleanup. We set the system. We stay for the controllership.
Most businesses come to cleanup at a stress moment — a tax deadline, an IRS notice, diligence about to start. The books look current for a few weeks, then the same gaps return, because the conditions that caused them are still in place.
Which of these situations is making catch-up bookkeeping urgent right now?
30 minutes. We size the backlog and the likely effort.
A brief note on the key gaps found — with a fixed price before cleanup.
Agreed scope, timeline, and fee. No surprises mid-engagement.
Your first deliverable, built and passed through our four-eye review.
A month-end close system installed — or ongoing controllership.
Real engagements from our controllership team.
A services business engaged us for catch-up bookkeeping ahead of an external audit. The books looked clean, but the diagnostic found revenue invoiced through one system and also recorded from bank deposits in another — the same revenue counted twice. Reconciled against CRM contract data at the line-item level, we corrected the over-stated revenue, restructured the recognition policy, and rebuilt the revenue reconciliation as a monthly close step. The audit proceeded with clean financials.
A mid-market business lost its controller mid-month-end close. The process lived in the controller's head — no documentation, no checklist, no calendar, no handover. By the time we came on board, the open month was overdue, the prior month was unclosed, and the next bookkeeper was struggling with no roadmap. We ran immediate triage on the open close. We cleared the backlog of outstanding reconciliations. We documented every undocumented process from scratch. We implemented ClickUp for close task management. We handed over a clean book and a structured close process to the incoming bookkeeper. The close is now consistently on time and the process survives turnover.
Not every engagement needs all five. Some businesses only need the multi-month transaction cleanup. Others need the full sequence — diagnostic, cleanup, chart of accounts restructure, AP/AR rebuild, year-end closing package — followed by ongoing controllership. We scope the deliverables to your actual situation and stay accessible for whatever the books need next.
Months of transactions categorised, reconciled, and tied to source.
A chart rebuilt so your reporting finally becomes useful.
Every cash account reconciled to its actual source statement.
AR and AP rebuilt from source and reconciled to the GL.
Clean, tax-ready financials handed straight to your CPA.
Run our Phase-1 diagnostic on your own books first.
Download Free Checklist →“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
A generic playbook doesn't work across industries. We tailor every engagement to your sector's dynamics.
Real catch-up bookkeeping involves five things:
A real cleanup ties every account back to source documents, not just to internal records. Most bookkeeping providers stop at step 3. EasePro completes all five and stays for ongoing controllership. More about our team →
Five practical tests that work regardless of who you’re evaluating:
Most providers cannot pass all five. We welcome every one of these tests in our discovery process — and the diagnostic itself is scope-based, not a sunk hourly commitment. Book a free 30-minute call →
It depends on how many months are behind, how many accounts need reconciliation, and how messy the chart of accounts is. A simple 6-month catch-up on a single-entity business with clean bank feeds takes weeks of focused work. A 24-month catch-up on a multi-entity business with payroll complexity, e-commerce volume, and undocumented intercompany transactions takes considerably longer. The diagnostic in Phase 1 gives you a precise scope and fixed-price proposal before any cleanup begins — no surprises mid-engagement, no hourly billing surprises at the end. Book the diagnostic call →
Catch-up bookkeeping is the one-time project that fixes the past — cleanup, reconciliation, chart of accounts restructure, month-end close system. Controllership is the ongoing function that maintains discipline — monthly reconciliations, AR/AP review, accruals, close-calendar enforcement.
Most US businesses need both. The cleanup creates the clean foundation. The controllership prevents it from breaking again. EasePro engagements typically include both. See how controllership fits within a fractional CFO engagement →
Four differences:
Pricing context: Scope-based — typically materially below the $3,000–$8,000/month comparable US firms charge for equivalent depth. More about EasePro →
Book a free 30-minute diagnostic call. No pitch. We review the state of your books, identify what cleanup actually needs, and tell you what scope is required — before any quote. If we're not the right fit, we point you somewhere better.