Catch Up Bookkeeping that gets you current - fast, accurate, fixed fee
Fast Catch-Up Timelines
Custom Cleanup Roadmap
Tax-Ready Financials
IRS Notice Support
Tax Advisor Coordination
Multi-Year Books Rebuilt
Our Catch-Up Methodology
Our systematic approach ensures that even years of messy records are transformed into clear, accurate financial data.
Catch Up Bookkeeping with Experts by Your Side
Our team at Orbit Accountants offers expert catch up bookkeeping services in the US to help you get your finances back on track.
Catch Up Bookkeeping with Experts by Your Side
Our team at Orbit Accountants offers expert catch up bookkeeping services in the US to help you get your finances back on track.
Modern Tools for Accurate Cleanup
We leverage AI-powered tools and cloud accounting software to speed up the reconciliation process without sacrificing precision.
Don’t Let Backlogs Hold you Back
A streamlined, professional onboarding experience designed to get your finances back on track-fast and hassle-free.
The Problem
When your books fall behind, risk compounds quickly. Reconciliations do not tie out. Transactions are miscategorized. Sales tax and payroll entries may be incorrect. AR and AP balances drift away from reality.
The result is uncertainty, missed deadlines, unreliable financials, and a stressful year-end scramble with your CPA.
The Solution
Orbit follows a structured catch-up process:
- Review and assess your current accounting file
- Reconcile bank, credit card, loan, and merchant accounts
- Correct transaction coding and clean up AR and AP
- Fix sales tax and payroll postings where needed
- Rebuild the chart of accounts if necessary
All documentation flows through the Orbit Portal so nothing gets lost or delayed.
Once the backlog is cleared, we transition you into a fixed-fee monthly bookkeeping cadence.
The Outcome
You receive clean, reconciled financial statements - Profit and Loss statement (P&L), Balance Sheet, and supporting workpapers - that are ready for tax filing or audit.
- Month-end reporting becomes predictable.
- Your CPA handoff is smooth.
- Leadership can finally trust the numbers again.
The Problem
When your books fall behind, risk compounds quickly. Reconciliations do not tie out. Transactions are miscategorized. Sales tax and payroll entries may be incorrect. AR and AP balances drift away from reality.
The result is uncertainty, missed deadlines, unreliable financials, and a stressful year-end scramble with your CPA.
The Solution
Orbit follows a structured catch-up process:
- Review and assess your current accounting file
- Reconcile bank, credit card, loan, and merchant accounts
- Correct transaction coding and clean up AR and AP
- Fix sales tax and payroll postings where needed
- Rebuild the chart of accounts if necessary
All documentation flows through the Orbit Portal so nothing gets lost or delayed.
Once the backlog is cleared, we transition you into a fixed-fee monthly bookkeeping cadence.
The Outcome
You receive clean, reconciled financial statements - Profit and Loss statement (P&L), Balance Sheet, and supporting workpapers - that are ready for tax filing or audit.
- Month-end reporting becomes predictable.
- Your CPA handoff is smooth.
- Leadership can finally trust the numbers again.
How Catch Up Bookkeeping at Orbit Accountants Works?
A clear roadmap from historical mess to future-ready clarity.
01. Discovery & file review
We assess how far behind your books are, review your accounting system, and define scope.
02. Secure Document Collection
You upload bank statements, merchant reports, payroll summaries, and prior financials through the Orbit Portal.
03. Historical Cleanup & Reconciliation
We rebuild reconciliations, correct transaction coding, and clean up Accounts Receivable (AR) and Accounts Payable (AP).
04. Sales Tax & Payroll Adjustments
We fix incorrect postings and ensure balances align properly with filings.
05. Delivery of Clean Financials
You receive reconciled Profit and Loss (P&L), Balance Sheet, and supporting workpapers.
06. Transition to Monthly Bookkeeping
Once current, we move you to a fixed-fee ongoing reporting cadence.
Tailored, Transparent Pricing for your Business
Join businesses across the U.S. who trust Orbit
Trusted by high-
growth organizations
"I've been working with Orbit since the beginning of 2026 and couldn't be happier. They are professional, detail-oriented, responsive, and always timely. As the owner of a one-person corporation, I greatly appreciate having such a reliable accounting team in my corner. Highly recommended!"
Maja Djikic
Consultant
Everything your finance function needs, under one trusted partner
From clean books to strategic CFO guidance, Orbit Accountants delivers the full back-office stack for U.S. small and medium-sized businesses. Fixed monthly pricing, on-time month-end, and a dedicated team that actually knows your business.
Bookkeeping & Reconciliations
Maintain pristine monthly financial records with expert categorization and bank reconciliations, so every dollar is accounted for, always.
"Our books went from a mess to perfect within 2 weeks."
What Are Bookkeeping Catch-Up Services and Why Are They Essential?
Catch-up bookkeeping services play an important role in organizing your finances, especially if you've fallen behind on your bookkeeping. These services ensure all past transactions are properly recorded and reconciled, providing you with accurate, up-to-date financial statements.
By using expert professionals, you can manage bookkeeping more effectively, reducing errors and delays. With organized records, you'll receive ready-to-file financials that are compliant with tax regulations. This service helps you regain control of your finances, enabling you to focus on business growth while staying prepared for the tax season.
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Frequently Asked Questions
Book a discovery call. We'll scope your backlog and propose a clear, fixed fee for the entire cleanup.
It depends on the number of months and your account volume. We work in focused sprints and target a 30-day-or-less close cadence once you're current.
As many as needed. Scope and timeline scale with the volume of transactions and accounts.
Yes. We offer one-time catch-up cleanups, and most clients continue with monthly bookkeeping once they're current.
Yes. We share a kickoff checklist covering access, entities, banks, payment processors, payroll, sales tax, and documents through the Orbit Portal.
Yes. We fix missing entries, miscodings, and reconciliations until your balances tie out.
Yes. We re-perform reconciliations until statements match and provide clean workpapers for every period.
We clear unapplied items, credits, and aged balances so your subledgers match the general ledger.
Yes. We perform full reconciliations across cash, credit cards, loans, and merchant accounts.
Yes. We consolidate, standardize, and map your chart of accounts for clarity and accurate reporting.
Yes. We begin with bank feeds and statements, then chase the remaining gaps with you through the Orbit Portal.
Every cleanup goes through peer review and a documented Prepared by Client (PBC) package, so the work is accurate and audit-ready.
Yes. We provide registration guidance and filings. For broader U.S. tax compliance, we partner with trusted tax specialists.
Yes. We reconcile and correct historical sales tax so your filings align with accurate, up-to-date data.
We prepare IRS-ready books and coordinate with our tax partners for the actual filing.
Yes. We post adjustments and remap entries for accurate payroll liability and expense.
QuickBooks Online or Xero + Dext/Hubdoc, plus connectors for Shopify, Stripe, Square, and more.
Through the Orbit Portal-secure uploads, requests, approvals, and live statuses, so nothing gets lost in email.
We move you to monthly books with a 30-day-or-less close target, ongoing KPIs, and audit-ready continuity.
Yes. After transition you receive monthly management KPIs such as cash runway, margin, and AR aging-not just tax-ready statements.
Yes. Our deliverables are CPA-ready, and we'll liaise directly with your CPA if you like.
No-it accelerates year-end. CPAs prefer reconciled, documented files, which makes the year-end process faster.
We migrate calmly with clear cut-off dates and a documented opening balance, so nothing falls through the cracks.
No. We use fixed monthly pricing with no surprise bills.
Yes. We serve clients across the United States, and for U.S. tax compliance we partner with trusted tax specialists.
Yes. Our scope flexes to your stage, from early-stage startups to established firms.
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Regional Registry
Licensed operation centers across USA