Months Behind? Catch-Up Bookkeeping in San Jose, CA
Getting current in San Jose means more than filling gaps: every account reconciled period by period, statements restated, and a change log your CPA can follow.
- Transfers no longer counted as income
- Restated statements for every period we touch
- Books a lender or CPA will accept
Engineering consultancies and contract manufacturers fall behind quietly, because with a small number of large customers there is no daily flood of transactions to force the issue. The backlog surfaces when someone asks what a particular account is actually worth after the cost of servicing it.
What our service covers in San Jose
Everything below is part of the engagement — no surprise add-ons.
Period-end close
Each reconstructed period is closed properly rather than left open, so the next one starts from a fixed position.
Opening balance verification
A catch-up is only as good as the balance it starts from. We verify the opening position rather than assuming the last closed period was correct.
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.
Payroll history reconciliation
Payroll runs, tax deposits and clearing accounts are reconciled for each period so wages and liabilities land where they belong.
Documented change log
Every correction recorded — what it was, what it became and why — so amended returns are defensible later.
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 San Jose businesses choose Feather Accounting
This is a good fit if…
- The software was set up but never really used
- Bookkeeping stopped when the person doing it left
- You are anywhere from three months to several years behind
- Accounts have not been reconciled in a year or more
Rebuilding the customer view
With concentrated customers, the reconstruction that matters is per account rather than per month: what each relationship earned, what it cost to serve, and how long it took to pay.
We rebuild receivables by customer as part of the catch-up, which frequently reveals that a major account has been paying materially later than its terms for a long time without anyone quantifying it.
For contract manufacturers we also separate material committed to open orders from stock genuinely on hand, since a backlog usually leaves the two merged.
Questions about this service
Anything we have not covered, ask on the call — it is free and there is no follow-up sequence.
Each entity gets its own assessment and its own quote, since they are rarely behind by the same amount or in the same way. We keep the treatment consistent across them.
Related services and locations
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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.
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