RxDashboard Dr.
S2RxBehind by a quarter or by three years — we start from the bank statements, rebuild each month in order and hand back books your tax preparer can actually use.

Catch-up bookkeeping for books that fell behind

=REBUILD(statements) → current

#Treatment plan
1Triage
2Month-by-month rebuild
3Error correction
4Cleanup report
5$15 per hour, estimate first
S2a  ·  Symptoms

Signs you need catch-up & cleanup bookkeeping

  1. 1Tax deadline is close and the books are not startedExtensions are piling up.
  2. 2The last bookkeeper left mid-yearAnd nobody knows what was finished.
  3. 3Opening balances never matchedSo every month since is off by the same mystery amount.
  4. 4A lender asked for financial statementsAnd you do not have any you would sign.
S2b  ·  Treatment

How we handle it

S2.1

Triage

We review the file and statements and tell you how many months need work and roughly how many hours.

S2.2

Month-by-month rebuild

Each month entered and reconciled before moving to the next.

S2.3

Error correction

Duplicates, personal spending, transfers coded as income and broken opening balances fixed.

S2.4

Cleanup report

A written list of what was wrong, what changed and anything still missing.

S2c  ·  Aftercare

What you get

  • Reconciled books for every period
  • Written cleanup report
  • Financial statements for each year
  • Missing-document checklist
  • Option to continue monthly
Price

$15 per hour. You get a written estimate of the hours before any work starts, and a timesheet with every invoice. See pricing.

S2d  ·  Questions

Catch-up & cleanup bookkeeping FAQ

Usually two to four weeks for up to a year of transactions once we have statements. Bigger backlogs are done in phases, most urgent tax year first.

$15 per hour. Many businesses need 3–8 hours per month of backlog; you get an estimate after we see the statements.

We prepare the books for each year; a CPA or Enrolled Agent prepares and files the returns.

Get a free estimate — $15/hour

Jay replies within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.

No obligation. NDA on request before you share files.

Next step

Get an estimate for catch-up & cleanup bookkeeping

Tell us what is going on. You get a written estimate of hours at $15 per hour within one business day.

Bookkeeping, Excel, Sheets & Webflow help at $15/hour. Free 20-minute call and a written estimate first. Book a free call