Catch-up bookkeeping
Get your books current, with a flat quote first.
If your books are months or years behind, the first step is to identify the missing periods and the records available. Selro reviews the work and gives you a flat quote to categorize and reconcile the agreed periods. You can then continue with monthly bookkeeping or take the completed financials to your tax preparer.
What the service covers
A defined backlog
We start with the last completed month, the accounts involved and the records available. This gives the catch-up work a clear beginning and end.
Reconciled historical books
Missing periods are rebuilt from the available business records, categorized and reconciled. Financial statements are prepared for the periods covered by the quote.
A route forward
Once your books are current, move into monthly bookkeeping at $20 a month if you want ongoing help. Business tax filing can also be discussed as a separate service.
The cheapest way to get your business taxes done: $399 flat.
Business tax filing is $399 a year, and it covers everything tax for that year.
How it works
- Tell us about your business. A two-minute form. No payment is collected through it.
- Get your next steps by email. We’ll email you the next steps within one business day. After you sign up we’ll send you a secure upload link for your documents.
- We file it. Our team prepares and files your return. Add bookkeeping for $20 a month if you want it.
What's included
$399 a year covers everything tax for that tax year.
- Every business return for the year. All the federal and state or provincial business returns you need for the tax year: Schedule C, 1065, 1120-S, 1120 and their state returns in the US; T2, or T1 with T2125, in Canada.
- More than one state. Multi-state returns are included at the same price.
- Your personal return. The owner’s personal return (1040 or T1) is included when it’s needed for the business income.
- Quebec. Quebec returns (CO-17, TP-1 and TP-80) are included. Our Quebec pages are in French, and our team works with you in English.
- Extensions and reminders. Extensions (Form 7004 or 4868) and quarterly estimate reminders are included.
- Information returns. 1099-NEC, T4/T4A and T5018 slips are included in the tax price.
- City and excise returns. City and local business tax returns, and state excise returns such as Washington B&O, are included in the yearly price.
- Franchise tax reports. State franchise tax reports, such as the Texas franchise tax report, are included.
- Estimated tax and instalment amounts. We work out your quarterly estimated tax payments in the US, or your CRA instalments in Canada, and tell you what to pay and when.
- Unfiled past years. Each unfiled prior-year return is $399 per tax year, the same flat price.
- Bookkeeping at $20 a month. Unlimited bank and card accounts, monthly reconciliation and monthly statements.
Basic inventory tracking for online stores, such as Shopify, is included. Full cost-of-goods reconciliation is quoted separately. Payroll processing and sales-tax filing aren’t included in bookkeeping. US clients pay in USD. Canadian clients pay the same number in CAD. Our team prepares and files your return.
What we need to get started
These details help us understand the missing periods and prepare a flat price for the catch-up work. Start with the short form; we can discuss the records later.
Please keep tax documents, identification, account passwords and bank details out of the public enquiry form.
Use the free bookkeeping handover checklist- The last month your books were completed and reconciled.
- The business bank, credit card and payment-processing accounts involved.
- Whether you have statements and existing accounting records for the missing periods.
- Any filing dates, unfiled returns or other time constraints to discuss.
Questions about catch-up bookkeeping
How much does catch-up bookkeeping cost?
It is quoted after a review of the accounts, records and periods involved. The $20 monthly bookkeeping price is for ongoing service, not a blanket price for rebuilding historical books.
Can you help if I am more than a year behind?
Yes, you can request a quote for multiple missing years. Tell us which periods are involved and what records you have so the team can assess the work before committing to a price or timeline.
Does a catch-up quote include filing old tax returns?
The catch-up quote covers the bookkeeping. Each unfiled prior-year return is $399 per tax year, the same flat price. Mention any unfiled years when you sign up.
What should I do before we start?
Make a list of the accounts and missing months. We’ll email you the next steps within one business day. After you sign up we’ll send you a secure upload link for your documents. Please don’t put statements, tax documents or account details in the public signup form.