CU · Recovery & support
Behind on your books?
Let’s get you current.
It happens to good businesses all the time. A busy season, a new baby, a bookkeeper who left. We rebuild your records in a clear order, reconcile every account, and hand you books you can file from — without a lecture.
This is for you if
- You haven’t touched your books in months, or ever.
- A tax or GST/HST deadline is coming and the numbers are not ready.
- Your software is full of duplicates, “Ask My Accountant” and unreconciled accounts.
- You’re switching accountants and want to start clean.
- A lender, investor or the CRA has asked for records you can’t produce yet.
Why it matters
The longer it waits, the heavier it feels.
Most people who are behind already know it. What stops them is not knowing where to start — and worrying about what they will find.
Catch-up work is mechanical when it is done in the right order: statements first, then reconciliation, then categorization, then review. That order is what we bring.
Assessment
Two questions. Then a plan.
Tell us how far behind you are and what software you use. We’ll show you the order of work — then you can request a formal assessment.
Answer two questions to see your plan.
No documents, no judgement. You can change your answers any time.
Scope
What’s included
Assessment
- A review of how far behind you are and which accounts are involved
- A written scope and order of work before anything starts
- Identification of any filing deadlines that are close or already passed
Rebuild
- Gathering missing bank and credit card statements (we tell you exactly which ones)
- Importing and categorizing every transaction
- Reconciling each account month by month to the statements
- Cleaning up duplicates, miscategorized items and suspense accounts
- Separating personal and business transactions where they are mixed
Hand-off
- Financial statements for each period caught up
- A list of open questions and anything that needs your decision
- Books ready for GST/HST and income tax filings
- Optional move into monthly bookkeeping so it doesn’t happen again
Not included
- Penalty or interest relief requests are a separate CRA matter (see CRA Support)
- Recreating records that no longer exist — we work from statements and what you can provide
Process
How it works
- 01
Assess
Tell us how far behind you are and what software you use. We review a sample and confirm the scope in writing.
- 02
Gather
We send one checklist of statements and documents, in priority order, starting with the period that matters most for upcoming deadlines.
- 03
Rebuild
We work through each month in sequence, reconciling every account to its statement.
- 04
Review
We walk you through the results and the questions that need your input.
- 05
Stay current
Optionally, we continue monthly so your books never fall behind again.
Preparation
What we’ll need from you
- Bank and credit card statements for the catch-up period (PDF or CSV)
- Access to your existing accounting file, if there is one
- Sales records (invoices, platform payouts, POS reports)
- Any loan, lease or vehicle documents
- Your last filed returns, if available
Documents are shared through a secure portal once we work together — never through the website form.
Good to know
- Late filing has costs
- The CRA can charge penalties and interest on late returns and late balances. Getting books current is usually the first step toward getting filings current.
- Voluntary disclosure
- In some situations the CRA’s Voluntary Disclosures Program may be relevant. Whether it applies depends on your circumstances and should be assessed case by case.
General information based on standard CRA rules. Your situation may differ.
Questions
Catch-up bookkeeping: common questions
How long does catch-up bookkeeping take?
It depends on how many months are involved, how many accounts you have, and how quickly statements arrive. After the assessment we give you an estimated timeline in writing, not a guess on the phone.
I’ve lost receipts. Can you still help?
Yes. We work primarily from bank and credit card statements. We will flag items where missing support matters, such as larger expenses or GST/HST input tax credits.
Will you judge how bad it is?
No. Being behind is a common, solvable problem. Our job is to fix it in order, not to comment on how it happened.
Related
Often paired with
Ready to get current?
Tell us where things stand. We’ll review it, talk it through with you, and send a written scope before any work begins.
- 01Tell us about your situationA short form — no documents needed.
- 02We talk it throughA conversation about what you need and what you don’t.
- 03You get a written scopeClear deliverables and a quote before anything starts.