Months Behind? Catch-Up Bookkeeping in Charlotte, NC
If the books stopped somewhere in the past and never restarted, we pick up from there — every transaction reviewed individually rather than bulk-coded by rule.
- A clear timeline delivered with the quote
- Owner draws separated from business expenses
- Transfers no longer counted as income
Fast-growing businesses fall behind because growth consumed the attention that bookkeeping needed. By the time anyone looks, the gap is a year and the original setup was never right to begin with, so the backlog sits on top of a structure that cannot support it.
What our service covers in Charlotte
Everything below is part of the engagement — no surprise add-ons.
Backlog assessment
We look at the actual file first — how many months, how many accounts, how much history is recoverable — before quoting a fixed fee.
Period-end close
Each reconstructed period is closed properly rather than left open, so the next one starts from a fixed position.
Statement retrieval guidance
Banks hold history further back than most owners expect. We tell you exactly what to request and from whom so the reconstruction can go as far back as it needs to.
Duplicate & miscoding removal
Owner draws booked as expenses, transfers recorded as income, the same charge entered twice — all found and corrected.
Restated financial statements
You get a corrected profit and loss, balance sheet and cash flow for every period, so you finally see what those years looked like.
What happens after you get in touch
Only the first step needs anything from you.
Free assessment call
We look at the file together and establish the real scope — months behind, accounts involved, condition of the records. No judgment.
One fixed quote
A single flat fee for the whole project before any work starts. It does not move unless you ask us to expand the scope.
We rebuild, then hand over
The backlog is reconstructed period by period, reconciled and documented. At the end you get corrected statements, the change log and a file your CPA can work from.
Why Charlotte businesses choose Feather Accounting
This is a good fit if…
- You are anywhere from three months to several years behind
- Personal and business spending have run through one account
- The software was set up but never really used
- You have a filing deadline coming and the books are not ready
Two problems at once
Reconstructing into a chart of accounts that was wrong from the start produces a complete set of records that still cannot answer a useful question.
So we establish the structure the business now needs first, then reconstruct into it. The backlog gets processed once, into accounts that will still be right next year, rather than twice.
Where the early period mixed personal and business activity, which is common in the first year of a fast-growing company, we separate it as part of the same pass.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
For most transactions, yes — statements cover the overwhelming majority. We flag the small number of items where the statement is not enough and tell you exactly what to look for.
Related services and locations
Nearby cities in NC
Get your free consultation
Tell us about your business and we'll show you how we can simplify your QuickBooks bookkeeping.
What you get
- Free 15-minute consultation
- No long-term contracts
- Dedicated QuickBooks expert
- Books delivered monthly, on time
- Flat-rate, transparent pricing
Prefer to talk? Call us directly at (803) 757-4800
Let's get your books current
Tell us where your books stand today. In 20 minutes you will have a flat rate, a start date and a plan — whether or not you hire us.
New business owner? Ask about our first-year startup rate.