Year-behind books ready for a scope call
Year-behind books ready for a scope callCase study mark

Catch-up after eighteen months behind

Engagement
Catch-Up
Timeline
2025
Industry
Coaching

The starting point

Books sat untouched for more than a year. Multiple accounts. Mixed personal charges. Too much for a single quarterly cleanup.

Catch-Up starts with a free scope call. Written scope and price before any payment.

Defined deliverable. One-time fee after the quote. No surprise retainer.

Deliverable: full catch-up cleanup for the scoped period, tax-ready books when done, and a plain-English summary.
Charts and notes on a desk
Catch-Up
Quoted after free scope call

1

Free scope call first

18
+

Months behind in this engagement

What gets handled

The full backlog in scope: categorization, reconciliation, and a handoff a CPA can use. Scope is written before money changes hands.

Book a scope call at support@ledgier.com or (888) 791-4383.

No surprise retainer. Scope first. Then the work.

After catch-up

Books are caught up for the scoped period. Future quarters can use Quarterly Cleanup if needed.

Ledgier does bookkeeping only. No tax advice.

203 W 10th St, Austin, TX 78701