Catch-Up Bookkeeping Services

Looking Back to Propel Forward

Pacha Capital Advisors offers a comprehensive Business Health Monitoring service designed to keep your business’s financial heart beating strong.

Our Approach

Accuracy and Attention to Detail

We understand the importance of accurate financial records for your business. Our meticulous approach to catch-up bookkeeping ensures that every transaction is correctly recorded and that any historical discrepancies are identified and resolved.

Informing Future Decisions

Historical financial performance is a critical component of strategic planning. Our services not only bring your books up to date but also help you understand how past performance can inform future growth and decision-making.

Catch-Up Bookkeeping Services Services

Our services go beyond traditional bookkeeping, providing you with the insights and control needed to ensure long-term financial health and success.

Historical Transaction
Entry

Accurate Recording of Past Transactions

We meticulously enter and record all past financial transactions, including income and expenses, to bring your books up to date. This process ensures that your financial records accurately reflect all business activities during the periods in question.

Bank and Credit Card Reconciliation

Ensuring Consistency and Accuracy

Our team reconciles your bank and credit card statements to ensure that all transactions are accurately reflected in your books. This reconciliation process is critical for identifying and correcting any discrepancies.

Financial Statement Preparation

Comprehensive Financial Reporting

Once your books are caught up, we prepare detailed financial statements for the relevant periods. These statements provide an accurate reflection of your business's financial position and offer insights that can guide future strategic decisions.

Review and Correction of Historical Errors

Ensuring Accuracy in Your Financial Records

We identify and correct any discrepancies or errors in your historical financial records. Our thorough review process ensures that your financial statements are accurate and reliable, providing a strong foundation for future planning.

Compliance and AuditYear-End Preparation

Getting Ready for Tax Season and Audits

We prepare your financial records for year-end reporting, ensuring that your books are ready for tax filing and any potential audits. This preparation not only helps you meet compliance requirements but also sets the stage for informed strategic planning based on accurate historical data.

What is AP/AR Management?

AP/AR Management involves the comprehensive handling of your accounts payable and receivable processes, including invoice processing, payment execution, revenue collection, and financial reporting. It ensures that these critical financial indicators are managed effectively to support your business’s health.
How does AP/AR Management benefit my business?

Effective AP/AR Management ensures that your revenue is recognized accurately, your payables are paid on time, and your cash flow is optimized. This not only prevents costly penalties but also provides you with valuable insights that help you focus on strengthening the core of your business.
How do I get started with AP/AR Management?

To get started, contact us through our website or schedule a consultation. Our team will guide you through the process of setting up and optimizing your AP/AR management.
What is Business Health Monitoring?

Business Health Monitoring is a comprehensive financial management service that includes daily transaction processing, monthly reconciliations, financial reporting, and strategic reviews. Other companies may refer to this service as bookkeeping.
How does Business Health Monitoring benefit my business?

Business Health Monitoring not only prepares you for tax season but also provides critical insights that help identify opportunities to strengthen and improve the overall financial health of your business.
How do I get started?

Simply reach out to us through our contact form or schedule a consultation, and we’ll guide you through the process of getting started with our services.
What is Payroll Processing Management?

Payroll Processing Management involves the comprehensive handling of all aspects of payroll, including wage calculation, payment disbursement, benefits management, and compliance with payroll regulations, while working directly with your payroll processor.
How does Payroll Processing Management benefit my business?

Our Payroll Processing Management service ensures that your employees are paid accurately and on time, that benefits and deductions are correctly managed, and that your payroll operations are compliant with all relevant laws. This outsourced service allows you to focus more on the heart of your business while maintaining employee satisfaction through accuracy and timeliness.
How do I get started with Payroll Processing Management?

To get started, contact us through our website or schedule a consultation. Our team will guide you through the process of setting up and optimizing your payroll management.
What are CFO & Advisory Services?

CFO & Advisory Services provide strategic financial leadership and guidance to help businesses optimize financial performance, manage risks, and achieve long-term growth. These services include everything from operational reviews and financial modeling to budgeting, forecasting, and investment preparation
How can CFO & Advisory Services benefit my business?

Our CFO & Advisory Services offer a comprehensive approach to financial management, ensuring that your business is well-positioned to navigate financial challenges, capitalize on opportunities, and achieve sustainable growth. As an extension of your leadership team and thought partner, we help unlock growth opportunities through better cash flow management and strategic planning.
How do I get started with CFO & Advisory Services?

To get started, contact us through our website or schedule a consultation. Our team will work with you to assess your needs and develop a tailored CFO & Advisory plan that aligns with your business goals.
What is Catch-Up Bookkeeping?

Catch-Up Bookkeeping is the process of bringing your financial records up to date by accurately entering historical transactions, reconciling accounts, and preparing financial statements. This service is essential for businesses that have fallen behind on their bookkeeping.
How does Catch-Up Bookkeeping benefit my business?

Catch-Up Bookkeeping ensures that your financial records accurately reflect your business's activities, enabling better decision-making and compliance with tax regulations. By understanding your historical performance, you gain valuable insights that can guide future strategic decisions and reduce the risk of errors during tax season.
How do I get started with CFO & Advisory Services?

How do I get started with Catch-Up Bookkeeping?

Ready to Start Your Journey?

Bring Your Books Up to Date and Inform Future Decisions

Contact Pacha Capital Advisors today to learn how our Catch-Up Bookkeeping services can ensure your financial records are accurate, up-to-date, and ready to guide your future strategic planning.