Your catch-up estimate
$2,640 to $4,400
Example estimate: 8 months behind, 3 accounts, about 150 transactions a month. Get yours from four questions.
A range, not a quote. On a free 15-minute call, Waqas Hussain of Morphology Tax goes over your answers and gives you a fixed written price before any work starts. No setup fee. Up to 12 months behind is done in about 2 to 4 weeks once we have your bank and card statements.
Book my free 15-minute callFree, 15 minutes, no obligation. Pick any open time, or call or WhatsApp Waqas at 914-220-2292.
5.0 from 7 Google reviewsWaqas Hussain, Morphology Tax, Port Chester, NY · 914-220-2292
- What's making you look:
- A loan
- Months behind:
- 8
- Accounts:
- 3
- Transactions a month:
- about 150
What moves the price
Your range comes from three things. The call checks each one against your real accounts.
Months behind
Each month that was skipped gets reconciled against its statement, one at a time.
Transactions a month
More sales, payments and purchases mean more to match and categorize each month.
Accounts
Each bank or card account beyond two adds about 10%.
Not on QuickBooks yet
Setting it up is priced on the call, on top of the catch-up.
Where your catch-up starts
Being behind is a scope problem, not a character problem. The work is finite once you know where it starts.
- Find the starting line. The last month each account was reconciled against its statement. Everything before it stays as it is.
- One account, one month at a time. Each statement matched in QuickBooks until the difference is zero, oldest month first.
- Done in about 2 to 4 weeks for up to 12 months behind, once we have your bank and card statements. A longer gap gets a date on the call.
- What you get at the end. Every bank and card account reconciled to its statements, month by month. A profit and loss and a balance sheet for each year we caught up. A clean QuickBooks file, ready for your tax preparer or lender.
- Current, and kept current. Then the same bookkeeper keeps your books current every month, so when your preparer or a lender asks for them, you send them that afternoon.
The order comes from our guide to catching up, which links each step to Intuit's own help articles.
Who you'll talk to
- Waqas Hussain of Morphology Tax, a tax and bookkeeping firm in Port Chester, New York.
- Call or WhatsApp him at 914-220-2292 if you would rather talk first.
- Your taxes can be done under the same roof. No preparer yet? Catch-up clients get a discount.
As a small business owner, I need a tax team I can trust. Morphology Tax has been fantastic. They are detail-oriented, responsive, and always looking out for my best interest.
The free 15-minute call
- 1
Pick a time
Any open slot on the calendar. You get a confirmation by email.
- 2
Go over your answers
Months behind, accounts, volume, and anything you're unsure about.
- 3
Get a fixed written price
And a start date, if you want to go ahead. No setup fee, no obligation.
Not ready yet? This range is for the months you're behind today. Each month you wait adds one more.
After the catch-up
Monthly bookkeeping starts from $100 a month, depending on how many transactions you have. You'll know your number on the call.