CATCH-UP BOOKKEEPING

Catch-up bookkeeping for owners behind on the books

Months behind? Bonnie rebuilds your books from what you already have: connected accounts bring in up to a year of history, uploaded statements reach back as far as your documents do, and unclear items become questions — not guesses.

WHO IT HELPS

Who catch-up bookkeeping helps

  • Owners with months of unsorted transactions or missing documentation.
  • Businesses preparing records before a CPA review, financing conversation, or a sale.
  • People who want a calmer cleanup than spreadsheet archaeology.

COMMON SITUATIONS

When catch-up makes sense

  • Several months of transactions never got categorized.
  • Receipts and statements are scattered across inboxes and folders.
  • Someone just asked for your P&L and you don't have one to send.

CLEANUP WORKFLOW

How Bonnie helps you catch up

Bring in the backlog.

Connect your accounts and Bonnie imports the history your bank provides — typically up to 12 months, though some banks share less. For anything older, upload bank and card statements (PDF, image, or CSV) and Bonnie works from those: documents can rebuild periods as far back as you've kept them.

Rebuild categorized books.

Bonnie categorizes the backlog the same way she handles a live month — recurring vendors settle into patterns fast, so old months go quicker than you'd think.

Clear the unclear items.

Duplicates and gaps get flagged, and old transactions with missing context become short questions — “this charge from March at an equipment rental company: job equipment?” — instead of silent guesses.

Get a P&L per period.

Each caught-up month becomes a profit and loss you can review and hand to a CPA or lender, with every line expandable to the transactions behind it.

A profit and loss report with the Lobster rolls & counter sales revenue line expanded, showing the individual deposits behind the $147,472.74 total
A rebuilt month: every P&L total opens to the individual transactions behind it. From Bonnie's live demo — sample books for a harborside lobster shack. Try it yourself at mybonnie.ai/demo.

WHAT CATCH-UP COSTS

Cleanup is included in the normal price

Catch-up work costs the same $15/month or $150/year, with a 30-day free trial — there's no per-month-behind surcharge. Dedicated cleanup services price differently: Intuit's Expert Full Service bookkeeping starts at $300/month after an unpublished cleanup fee, and Bookkeeper360 lists catch-up projects starting at $1,000 (July 2026).

Sources: Intuit Expert Full Service · Bookkeeper360 pricing

FAQ

Questions owners ask

How far back can Bonnie go?

Through a connected bank account, Bonnie typically imports up to 12 months of history — the exact depth depends on what your bank shares through Plaid, and some institutions provide less. Beyond that, upload statements: Bonnie can rebuild books for any period you have documents for.

What is catch-up bookkeeping?

Catch-up bookkeeping means working through past months that never got done: importing or entering the old transactions, categorizing them, matching the documents you still have, resolving duplicates and gaps, and producing a P&L for each period so the books become usable again.

Will I need to answer questions?

Usually, yes — old transactions are exactly where context is most likely to be missing. When the right category depends on what was actually going on, Bonnie asks a specific question rather than guessing, and each answer speeds up the rest of the backlog.

Ready for cleaner books?

Start with Bonnie and turn bank activity, receipts, statements, and owner context into bookkeeping you can review.

Get started