Bookkeeping

Catch Up Bookkeeping

Start with the periods and records you need to recover, then compare the same scope across providers.

From $149 a month · Banded on expense volume, never on seats

What it refuses to do

  • It will not guess when the answer is not in the data

    “$9,000 to Chase ••4471. No matching deposit in a connected account. Owner draw, or a transfer between your own accounts?”

  • It will not force a reconciliation to zero

    “August is out by $412.60 against the statement. Closed with one break outstanding, on Operating.”

  • It will not quote an accuracy figure it has not measured

    “No published categorisation rate yet. The exception queue is the number that matters, and it is on your screen.”

Catch-up bookkeeping brings missing or incomplete historical records up to an agreed reporting date. The work may include collecting records, reviewing transactions, reconciling accounts and preparing reports. Pricing can be hourly, a fixed project fee or part of a package. Ask for a written scope and completion criteria; months behind alone do not establish the price.
On this page6 sections
  1. 01Catch-up or cleanup: define the problem first
  2. 02Prepare a scope pack before asking for a quote
  3. 03Compare pricing structures without assuming an hourly market
  4. 04A practical quote comparison example
  5. 05Agree what a completed handover contains
  6. 06Where Meinry fits today

What Meinry costs

RungCoversA month
LedgerUp to $25,000 a month in expenses, one set of books$149
Close (most businesses)Up to $150,000 a month in expenses, one set of books$390
ControllerUp to $500,000 a month in expenses, up to 3 sets of books$790

Banded on what the business spends each month, never on how many people log in. Above $500,000 a month, or more than three entities, the price is worked out with you. Meinry is opening to a first group of businesses. Joining puts you on that list at these prices. There is nothing to pay today, and no card is asked for.

Join the first group or read the full ladder and what each rung includes.

Catch-up or cleanup: define the problem first

Catch-up usually describes records that have not been maintained for a period. Cleanup describes records that exist but contain errors, unexplained balances or reconciliation problems. A project can involve both. Tell a prospective provider what is available rather than assuming the label identifies every task.

Name the earliest period requiring review and the reporting date you need to reach. Identify which periods have already been reviewed or used in a filing, and who should consider any corrections to them. A bookkeeping engagement does not automatically include tax-return amendments or advice.

Prepare a scope pack before asking for a quote

Create an account-and-period inventory. Use one row per bank account, card or payment account and note which statements and exports are available. Do not send account passwords through an enquiry form. Agree a secure transfer method with the provider after establishing the engagement.

The IRS recordkeeping guidance identifies supporting documents such as invoices, receipts and payment records. A bank export alone may leave the purpose of a transaction unresolved. Keep source documents and your explanations connected to the relevant entries.

  • Accounts and entities included, with the date range for each
  • Available statements, transaction exports and supporting documents
  • Known duplicates, missing periods and unexplained differences
  • Required reporting basis and any existing accounting policies
  • Who can answer questions, approve corrections and review the result

Compare pricing structures without assuming an hourly market

An hourly quote needs a rate, an estimated range of work and a rule for approving additional time. A fixed project quote needs equally clear inclusions, assumptions and change terms. If catch-up is included in a monthly package, ask which periods and account types that allowance covers.

Providers do not all use the same structure. Intuit, for example, documents a flat cleanup/setup fee under stated conditions before ongoing expense-based pricing. That is a provider-specific example, not an average catch-up price or evidence that every business qualifies.

A practical quote comparison example

Suppose two providers quote for the same six missing months. One includes a bank account and a credit card; the other also includes the payment processor and settlement reconciliation. Their totals describe different work. Add the omitted account to both scopes before deciding that one is cheaper.

Use the same comparison for opening balances, unresolved transactions, report preparation, software access, review meetings and post-handover corrections. Ask what happens when an extra account or missing document is discovered. Record exclusions beside the price rather than in a separate email you may lose.

Agree what a completed handover contains

Ask for the periods covered, reports supplied, reconciliations or review evidence, corrections made and unresolved items. Keep the original exports and a change history so a later reviewer can understand how the result was produced.

Completion should not mean silently forcing every difference to zero. A named unresolved item, its evidence and its next owner are more useful than a balancing entry with no explanation. Where a correction affects a previously filed period, involve the person responsible for assessing that consequence.

Where Meinry fits today

Meinry is a planned bookkeeping product, not an available catch-up service. The prices and backlog allowances shown on this site are intended offer terms for early-access research. They are not a current engagement or a promise to complete historical work.

If you need catch-up work now, evaluate an available provider against the scope above. Joining the early-access list does not connect your bank, book an accountant or start work on your records.

Sources and review

Questions people actually ask

How much does catch-up bookkeeping cost?

There is no single verified market price on this page. Compare written hourly, fixed-project or package quotes for the same accounts, periods, records and deliverables. Identify extra-work approval and software costs.

What records should I prepare?

Start with an account-and-period inventory, statements, exports and supporting documents. Note missing records and known issues; agree a secure handover method instead of sharing credentials.

Can I catch up several years at once?

Ask the provider to assess the available records and dependencies across periods. Prior filings and opening balances may require additional review; a number of years alone cannot establish the effort or completion date.

Does catch-up include tax filing?

Only if the written engagement includes it. Ask separately about filing, amendments, payroll and advice rather than treating bookkeeping as an all-inclusive accounting service.

Run this against your own books

Connect the accounts and it codes what has already landed, matches the receipts to it, and reconciles each account against its own statement. What it cannot resolve from the data comes back to you as a question rather than a category, and the month closes when those are answered.

Close your month without hiring anybody

Every transaction coded as it lands, every account reconciled against its own statement, and a month that closes and locks on a fixed date. Priced on what your business spends, never on how many people log in.

Ledger
$149a month

One company, coded and reconciled

Expenses a month
Up to $25,000 a month
Sets of books
1
Accounts connected
3
CloseMost take this
$390a month

The month closes and locks

Expenses a month
Up to $150,000 a month
Sets of books
1
Accounts connected
10
Controller
$790a month

Several entities, consolidated

Expenses a month
Up to $500,000 a month
Sets of books
3
Accounts connected
Uncapped
Join the first group

Meinry is opening to a first group of businesses. Joining puts you on that list at these prices. There is nothing to pay today, and no card is asked for.

Above $500,000 a month, or more than three entities, the price is worked out with you.