A bakery owner behind the counter reading a printed checklist

New York bookkeeping by Morphology Tax

Applying for a loan? The lender will want your numbers. Get your books caught up first.

Answer three quick questions and get a price range from a New York bookkeeper. Then the same bookkeeper keeps your books current every month.

See my catch-up price

Two minutes. No logins, no statements.

5.0 from 7 Google reviewsWaqas Hussain, Morphology Tax, Port Chester, NY · 914-220-2292

Months behind:
8
Accounts:
3
Transactions a month:
about 150
Your catch-up estimate
$2,640 to $4,400
Example estimate. Done in about 2 to 4 weeks once we have the statements.

Illustration: a generated picture, not a client.

What the lender is going to ask for

  • Caught-up books turn the lender's paperwork into a printout instead of a weekend.
  • SBA loan checklists ask for business financial statements, including a profit and loss statement current within 180 days.
  • Those statements come straight out of your books. If the books are behind, the statements are guesses, and a lender can tell.
  • With the books caught up, you send the lender what they ask for that afternoon.

Your catch-up estimate: three questions, then your price

No logins and no statements. Just what you know off the top of your head.

How many months behind are the books?

Count back to the last month every account was reconciled. A rough number is fine.

How it works

  1. 1

    Answer three questions

    Months behind, accounts and transactions.

  2. 2

    See your range

    A price range from a New York bookkeeper, on screen right away. Email yourself a copy if you like.

  3. 3

    Get a fixed price on a free 15-minute call

    A fixed written price before any work starts. No setup fee, no obligation.

Questions

Is the estimate a quote?

No. It's a range from your answers. On the free call you get a fixed written price before any work starts, and that's what you pay. No setup fee.

How long does a catch-up take?

About 2 to 4 weeks for up to 12 months behind, once we have your bank and card statements. For a longer gap, you get a date on the call.

What do I 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.

I don't have a tax preparer. Can you do my taxes too?

Yes. Morphology Tax prepares business taxes, and catch-up clients without a preparer get a discount.

Do I need to be on QuickBooks already?

No. If you're not on QuickBooks yet, setting it up is priced on the call.

What happens on the call?

You talk to Waqas Hussain of Morphology Tax for 15 minutes. You go over your answers, and if you want to go ahead, you agree a price and a start date. No obligation.

What if I'm years behind?

That's common. The estimate covers up to three years. Beyond that, the call sets the price.

What does it cost after the catch-up?

Monthly bookkeeping starts from $100 a month, depending on how many transactions you have.

See what your catch-up costs, before another month adds to it.

See my catch-up price

Two minutes. No logins, no statements.