01
What gets reviewed
How many months are behind, reconciliation gaps, unclear transactions, missing records, and the monthly close path going forward.
Catch-up bookkeeping for agencies
Catch up months of agency bookkeeping with a clear cleanup plan.
If the books are behind, start with an assessment that clarifies the months, gaps, missing records, and cleanup path before monthly support is quoted.
Assessment first: scope, cleanup months, monthly level, and reporting options are confirmed before work begins.
Catch-Up ReviewQuickBooks support for agencies
Sample only
Know what has to be caught up.
Justin reviews reconciliations, categories, invoices, bills, missing information, and reporting options before cleanup or monthly support begins.
QuickBooks-focusedBookkeeping and cleanup centered on QuickBooks agency files.
Built for agenciesMarketing, creative, web, paid ads, PR, and similar service agencies.
Assessment firstScope and pricing are confirmed after file and access review.
Clear boundariesInternal management reporting only, not audited financial statements.
Assessment process
What gets reviewed before anything is quoted.
Three practical steps reduce guesswork before cleanup, monthly support, or reporting begins.
02
What you learn
What is current, what is behind, what needs owner input, and which monthly level likely fits the file.
03
What happens next
If there is a fit, catch-up or monthly support starts with a written scope instead of a vague estimate.
Sample reporting
See what better agency reporting can look like.
Standard reports show totals. When the records and QuickBooks setup support it, agency reporting can separate revenue, direct costs, overhead, and open assumptions so the numbers are easier to understand.
- Revenue by client or project, when tracked
- Direct costs separated from overhead
- Gross profit before shared overhead, when direct costs are tracked
- Assumptions, gaps, and open items noted
Sample only. Management reporting, not audited financial statements. Actual reporting depends on records, setup, access, and scope. For internal management use only.
Pricing clarity
Know the range before you commit.
Monthly support uses the same levels as the homepage. Cleanup is estimated using the monthly level that matches average activity, multiplied by the months behind. Final scope is confirmed after access and file review.
Starter$300/mo
up to 125 transactions and 2 accounts. Lower-volume agency books.
Growth$500/mo
up to 200 transactions and 3 accounts. Balanced agency activity.
Scale$800/mo
up to 300 transactions and 4 accounts. Higher-volume agency books.
Which level fits? Starter fits lower-volume agency books, Growth fits balanced agency activity, and Scale fits higher-volume agency books. These are not final quotes until the file is reviewed.
Estimate cleanup starting point
6 months starting point
Estimator only. Final scope, pricing, timing, and reporting availability are confirmed after access and file review.
Justin BojinJustin Bojin Bookkeeping
Direct support
Work directly with Justin.
You work directly with Justin to review the books, find gaps, and turn the numbers into clear next steps.
Notes you can useWhat is reconciled, missing, reportable, and unsafe to assume.
Agency-aware setupRetainers, projects, contractors, ad spend, software, invoices, and bills.
Clear boundariesBookkeeping support, not tax, legal, audit, assurance, financing, or investment advice.
QuickBooks and Intuit are trademarks of Intuit Inc. Justin Bojin Bookkeeping is independent and is not affiliated with or endorsed by Intuit.
Common questions
Answers before you request an assessment.
Is this a tax service?
No. Services are bookkeeping and internal management reporting only, not tax, legal, audit, assurance, financing, or investment advice.
Do I need to use QuickBooks Online?
QuickBooks Online is the standard setup. Desktop or another system can be reviewed, but cleanup or migration may be needed before monthly support.
What happens after I request an assessment?
Justin reviews the details and replies with the practical next step. Work starts only after scope, access, pricing, and timing are agreed.
Can you fix books that are months behind?
Yes, catch-up and cleanup can be scoped after reviewing how many months are behind, transaction volume, account count, reconciliation gaps, and missing information.
Can you provide client or project reporting?
When the records and QuickBooks setup support it, reporting can include client or project views. Availability depends on tagging, direct cost tracking, clean records, access, and scope.
Will requesting an assessment create an engagement?
No. The form starts a review conversation. It does not create an engagement by itself.
Next step
Request an assessment.
Justin reviews the details and replies with the practical next step before scope, pricing, timing, or access are agreed.
Primary goalConfirm fit, scope, and what needs review first.
Phone optionCall (916) 642-7675
BoundariesBookkeeping and internal management reporting only.