Catch-Up Pricing and Timeline
| Months Behind | Fixed-Fee Range | Completion Time | What's Included |
|---|---|---|---|
| 1–3 months | $150–$400 | 3–5 business days | All transactions categorized, all accounts reconciled, P&L and balance sheet |
| 4–6 months | $400–$700 | 1–2 weeks | Above + 1099 contractor identification for the period |
| 7–12 months | $700–$1,200 | 2–3 weeks | Above + quarterly P&Ls for each quarter, full year-end workpaper package |
| 13–18 months | $1,000–$1,500 | 3–4 weeks | Above + chart of accounts review, prior year reconciliation carryforward |
| 2+ years | Quoted individually | 4–6 weeks | Full reconstruction — quoted after assessment |
These prices assume standard transaction volumes (under 200 transactions/month). High-volume businesses (200+ transactions/month) are quoted individually after assessment.
Tax deadline coming up? If your CPA needs your books within 2 weeks, contact Sharma Jyoti and Co immediately. We offer rush catch-up service and can compress timelines — 1–3 months behind can be completed in 1–2 business days for urgent situations. Email hellosharmajyotiandco@gmail.com with "URGENT CATCH-UP" in the subject line.
What to Gather Before Starting Catch-Up
- Bank and credit card statements: For every business account, for every month you are behind — either as PDFs or connected bank feeds in QBO
- Receipts for large transactions: Not required for every item, but helpful for any transaction over $500 where the category is unclear
- Prior year tax return: Helps us understand your entity type and which expense categories your CPA prefers
- Access to your QuickBooks: Share as accountant user — we will review the current state and build from there
You do not need to organize anything before sending access. Sharma Jyoti and Co assesses the current state of your books and works from what exists — including downloading bank feed history that may already be in QBO.
After Catch-Up — Preventing It from Happening Again
The only way to prevent getting behind again is a consistent monthly bookkeeping service. Sharma Jyoti and Co transitions directly from catch-up to ongoing monthly bookkeeping at $200–$600/month depending on your entity and volume. The first month after catch-up is treated as standard ongoing bookkeeping — no gap, no restart.