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We clean it up, then we explain it.
THE CATCH-UP + YEAR-IN-REVIEW
We bring months or years of bookkeeping up to date, file outstanding GST/HST, and walk you through your your numbers so you understand your revenue, expenses, profit, and know what to pay attention to next.
A quick chat to confirm scope, timing & next steps.
Messy Books? Bring it on.
This is the part everyone puts off
No one falls behind on bookkeeping on purpose.
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You planned to stay on top of it. Then your work took off. New clients, offers, exciting projects. You're busier than ever.
Bookkeeping just slipped lower on the list.
And now tax season is approaching and there's no more room to avoid it.
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At this point, the stress isn’t just about bookkeeping. It’s about deadlines, uncertainty, and not knowing what you owe or where things stand.
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Catch-up bookkeeping exists for this exact moment. And it shouldn’t end with you still wondering what the heck actually happened last year.
This is a good fit if:
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​​You’re behind on your bookkeeping and want it handled properly, ensuring that you're claiming all eligible business write-offs
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You want everything organized and ready for tax filing, without scrambling or second-guessing
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You’re busy running a business and don’t want to piece this together yourself
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You value accuracy, structure, and a clear process
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You can think of a million more pressing (and fun) things to do, and just want this taken off your plate
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You want to actually understand what last year looked like money-wise
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You might want ongoing support moving forward, and want to deal with the backlog first
This service is especially helpful if you want to close the loop on past bookkeeping and move forward with clarity.
To start the catch-up process:
Register
This may not be the right fit if:
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You’re already up to date (yay!) and looking for monthly/quarterly bookkeeping only. We can help with that too with an Ongoing Bookkeeping package
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You want casual or one-off help without a defined process
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You’re not ready to gather or provide documents when requested
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You’re looking for training, guidance, or coaching to manage bookkeeping yourself.
This is a done-for-you service designed to bring everything up to date so you can start with a blank slate.
Register
What getting "caught up" actually means.
Most catch-up bookkeeping ends with reports. This one doesn’t. We prep everything for tax time, and walk you through the 3 most important numbers you need to know when growing a sustainable business.
This service includes:
A clear process from the start.
We outline exactly what we need from you upfront using a shared, interactive checklist (adhd-friendly).
You’ll know where to upload documents. We train you on the easiest way to digitize receipts.
Most clients can gather everything needed in one focused weekend!
From there, we do our work with minimal interruption to your schedule.
To wrap things up, we summarize any remaining questions or information needed.
You gain unlimited email access to your bookkeeping team if you have any questions throughout the process.
Once the catch-up work is complete, we give you a snapshot of how your business performed.
Register
Designed for tax season reality.
This service is designed to get your books fully caught up and ready for tax filing, without last-minute scrambling.
We prepare complete, organized financial reports that can be handed directly to your accountant, and we file any outstanding GST/HST returns.
Tax season comes with real deadlines, so this is a structured project with a clear finish line. ​
At the end, your books are caught up, your tax filings are supported, and nothing is left hanging.
Your Numbers, Explained
Once your books are caught up, you receive a recorded year-in-review walkthrough.
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This is a 5-minute overview of your finances that cuts through the noise and focuses on what you need to know.
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Here’s the honest truth:
Most bookkeeping and tax work is designed to get things filed correctly and on time. And that’s important.
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But it usually stops there.
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What’s missing is context. Financial reports get handed off. Returns get filed. And you’re left wondering what any of it actually means for your business.
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This walkthrough fills that gap.
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You don’t need to understand every line item.
You just need a few key numbers that help you make more strategic decisions, like when to raise prices, change an offer, hire help, or decide how much you can pay yourself.
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The walkthrough looks at the full year and surfaces patterns that are easy to miss when you’re busy running the business. Things like your busiest months, where spending quietly added up, or when profit didn’t quite match the effort required.
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It summarizes revenue, expenses, profit, and includes a high-level GST/HST check-in, so you’re not closing the year still guessing where things stand.
This isn’t a deep dive or a planning session.
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It’s simply the part that usually gets skipped. An explanation of what your numbers actually mean.
After your books are up to date
Cue a HUGE sigh of relief. Seriously. You did it!
Your books are officially up to date, and that alone deserves a small celebration. Coffee, dinner out, a long walk… your choice.
Once that relief settles in, the next question is simple. How do you want things to feel going forward?
If you’d like to keep this momentum and avoid another catch-up down the line, you can continue with ongoing bookkeeping support. This includes monthly or quarterly bookkeeping designed to keep everything current without scrambling.
Clients who sign up for a catch-up and ongoing support together receive a discounted catch-up rate.
There’s no pressure and no obligation. Just a clear option if staying caught up makes sense for you.
Ready to get caught up?
Getting started with a catch-up + year-in-review is straightforward:
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Step 1: Book a short call
Book a 15-minute call so we can learn a bit about your business, the scope of the backlog, and what your goal is.
Step 2: Receive your quote
You’ll receive a quote within 48 hours outlining scope, pricing, and next steps.
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Step 3: Onboarding and kickoff
Once approved, we’ll guide you through onboarding, share your checklist, and get started. From there, we manage the process and keep things moving.
Note: Catch-up work is capacity-based, especially during tax season. If your goal is to have everything ready to file this spring, we recommend booking your call sooner rather than later to confirm availability.
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