If your books stopped somewhere last year and tax season is coming, catch-up bookkeeping is exactly what Shea Business Solutions does for small businesses in Orlando, FL. We reconstruct the months you fell behind, get the file tax-ready, and hand you back clean financials, all handled by a QuickBooks Level 2 ProAdvisor.
Behind is common. It is also fixable.
Freelancers and busy owners land here the same way. The work took over, the bookkeeping slid, and now there are six or twelve or twenty-four months of unreconciled transactions and a profit and loss that means nothing.
You do not need a lecture. You need the file caught up before a deadline.
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Flat‑RateQuoted before work starts
Level 2Certified QuickBooks ProAdvisor
How Catch-Up Bookkeeping Works
- Free file review. We look at how far behind you are and what shape the file is in. No cost, no commitment.
- Flat quote. You get a fixed price for the catch-up before any work starts. No open-ended hourly billing on a project that could be large.
- Reconstruction. We reconcile every open month, recategorize what the bank feed guessed wrong, strip duplicates, and clear the old uncleared transactions distorting the balance sheet.
- Tax-ready handoff. You end with accurate books you can file from, plus a plan to stay current.
We handle one-year and multi-year catch-ups regularly. A commercial painting contractor came to us two years behind and facing a state payroll audit; we reconstructed 24 months of books, and they passed the audit with zero penalties while uncovering $14,500 in missed deductions. Multi-year is not too far gone.
Months behind?
Tell Ryan where things stand. You get an answer the same business day.
Level 2 QuickBooks ProAdvisor · 5.0 on Google · Serving the Orlando area
Behind Usually Means More Than Late
A file that has drifted for a year rarely has just one problem. The common ones we clean up: income double-counted through undeposited funds, personal and business expenses mixed together, payroll tax classifications entered wrong, and net card deposits booked as gross so merchant fees never hit the profit and loss. If any of that sounds familiar, our post on the five signs your QuickBooks needs a cleanup walks through how to spot it.
Then You Stay Current
Catch-up is a one-time project. Staying caught up is the easy part once the foundation is clean.
Once the file is current, every month closes with a profit and loss and a balance sheet you can hand to a lender or a tax preparer. See financial statement preparation in Orlando for what that monthly reporting covers.
Most clients roll straight from catch-up into flat-rate monthly bookkeeping so the file never falls behind again, and add ProAdvisor support for setup or training if the QuickBooks file itself needs rebuilding. The longer a messy file sits, the more it costs to fix, so the cheapest catch-up you will ever buy is the one you start now.
Level 2 QuickBooks ProAdvisor · 5.0 on Google · Serving the Orlando area
What Drives the Catch-Up Quote
Every catch-up is quoted flat after the free file review, and three things set the number. The first is how many months are open. Reconciling six months is a smaller project than reconstructing two years, and the quote scales accordingly.
The second is transaction volume. A consultant with forty transactions a month catches up faster than a restaurant pushing thousands of card swipes through a point of sale. The third is the shape of the file.
A file full of wrong entries takes longer than an empty one, because the bad entries have to be found and reversed before the rebuilding starts. Whatever the mix, the deal is structured the same: you see the price before we touch the file, and the price holds.
What We Need From You to Start
Less than most owners expect. Accountant access to your QuickBooks file, or an invitation to create one if the books never made it out of a spreadsheet. Statements for every open month on each business bank and credit card account, which usually takes one sitting to download.
If you run payroll, the reports from your payroll provider for the open period. If you sell through a point of sale, the close-of-day or monthly summary reports it produces. That is the whole list.
You do not need to sort receipts into folders or explain a year of transactions from memory. The bank statements carry most of the story, and where a transaction genuinely cannot be classified without you, we batch the questions and you answer them in one sitting.
Payroll Behind Too? That Gets Fixed the Same Way
Payroll is where being behind gets expensive, because the filings have deadlines with penalties attached. Form 941 goes to the IRS every quarter, Florida employers file the RT-6 reemployment tax return every quarter, and misclassified payroll tax entries are one of the most common problems we find in files that have drifted. As a Certified Payroll Specialist, Ryan reconstructs the payroll side alongside the books: wages, withholdings, and employer taxes coded correctly, until the file and the filings finally agree.
Getting the classifications corrected is what carried the painting contractor mentioned above through a state payroll audit with zero penalties. If you want payroll handled going forward as well, payroll processing runs alongside monthly bookkeeping once the catch-up is done.
Want a flat quote on your books? Call, or use the form at the top of this page. Every message gets a same-business-day answer.
Frequently Asked Questions
How far behind can you catch up?
One year or several. We handle both single-year and multi-year catch-ups, reconstructing and reconciling every open month until the file is tax-ready.
How much does catch-up bookkeeping cost?
It is quoted flat after a free review of your file, so you know the full price before any work starts. Pricing depends on how many months are behind and the shape the file is in.
Will my books be ready for taxes?
Yes. Catch-up ends with accurate, reconciled books you can file from, and we can prepare the return itself, with tax preparation starting at $90.
What happens after the catch-up?
Most clients move into flat-rate monthly bookkeeping starting at $200 per month so the file stays current going forward.
Getting Here and How Far We Go
Catch-up work arrives from every corner of the metro. The practice works out of south Orlando, off the Central Florida GreeneWay (SR-417) between the Beachline (SR-528) and Osceola Parkway. Three corridors define the service radius. SR-417 runs the eastern edge from Sanford and Oviedo in Seminole County down through Lake Nona into Osceola County toward Kissimmee and St. Cloud. I-4 and SR-408 carry the middle, covering Winter Park, Baldwin Park and downtown. SR-429 and Florida's Turnpike handle the western side toward Apopka, Windermere and Dr. Phillips. Because the work runs remotely through QuickBooks, distance changes the drive and not the turnaround, and questions still get an answer the same business day.
Last updated: July 16, 2026
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Ryan Shea
QuickBooks Level 2 ProAdvisor • Orlando, FL
Ryan Shea is the founder of Shea Business Solutions, a bookkeeping firm serving small businesses across the Orlando, Florida area. As a certified QuickBooks Level 2 ProAdvisor and Certified Payroll Specialist, Ryan handles QuickBooks setup, cleanup, monthly bookkeeping, payroll processing, and tax preparation, giving owners financials they can actually rely on.
Related services: Bookkeeping services in Orlando • Flat-Rate Monthly Bookkeeping • QuickBooks ProAdvisor in Orlando • Signs your QuickBooks needs a cleanup
Serving: Winter Park • Dr. Phillips • Windermere • Lake Nona • Baldwin Park
About Shea Business Solutions Bookkeeping & Tax
Shea Business Solutions Bookkeeping & Tax is an Orlando accounting firm run by Ryan Shea, a QuickBooks Level 2 Certified ProAdvisor and Certified Payroll Specialist.
The firm provides catch-up bookkeeping for businesses behind on their books for small businesses, along with monthly bookkeeping, payroll, and tax preparation.
It works from ZIP 32832 and serves Orlando plus nearby Central Florida communities, among them Lake Nona, Winter Park, Celebration, and Kissimmee.
Its ProAdvisor certification comes from Intuit, maker of QuickBooks, and the day-to-day work runs inside QuickBooks Online and QuickBooks Payroll.
Shea Business Solutions Bookkeeping & Tax holds a 5.0 Google rating, is a BBB Accredited Business, and answers every call, text, and email the same business day.
Free File Review
Get Your Books Caught Up
Send us the file. We will tell you how far behind you are and quote the catch-up flat, before any work begins.
(603) 759-8547