CPA Backlog Resolution
Catch-Up Bookkeeping & Cleanup: From Months of Backlog to Clean Books.
Behind on your books for 6, 12, or 24+ months? Our CPA team and AI ingestion engine clean up, categorize, and reconcile your entire backlog into audit-ready financial statements for a flat project fee.
CPA-signed
Licensed CPA oversight
Every statement, reconciliation and filing is reviewed, certified and signed by a licensed CPA.
5-day close
Audit-ready by day five
Books closed within 3 to 5 business days of month-end, not the 3 to 4 weeks a traditional firm takes.
90% automated
An autonomous engine
Document extraction, multi-gateway clearing and auto-categorization automate up to 90% of manual bookkeeping.
Secured
View-only access
Read-only bank and accountant-level QuickBooks or Xero access. We never hold your money or your credentials.
The Common Traps
Why traditional firms and basic software break down here.
Most accounting mistakes aren't caught until year-end taxes. Here is what happens when high-transaction businesses rely on generic bookkeeping.
Impending Tax Deadlines & Penalties
Unfiled tax returns and IRS or state notices cause sleepless nights. We prioritize catch-up ledgers so corporate returns can be filed immediately.
Messy Bank & Card Feed Chaos
Thousands of uncategorized transactions, duplicate entries, and tangled personal vs. business expenses. We systematically review and categorize every line.
Lender & Investor Blockers
Banks, SBA lenders, and venture investors demand 2 to 3 years of clean, reconciled statements. We provide investor-grade historical financials.
Hourly Billing Black Holes
Traditional firms quote hourly rates that balloon into five-figure invoices. Flex Finance prices backlog cleanup with a transparent, flat project fee.
The Flex Finance Standard
Engineered for accuracy. Certified by a licensed CPA.
We replace guesswork with immutable order matching, daily clearing accounts, and month-end closes delivered in 5 business days.
Multi-Year Statement & Feed Ingestion
Rapid ingestion of historical bank and credit card PDFs, CSVs, and merchant processor records.
Vendor Memory & Pattern Categorization
Autonomous classification of repeating historical vendors, verified against receipts and invoices.
Owner Draw & Transfer Untangling
Proper classification of owner distributions, equity contributions, and inter-account transfers to protect your corporate veil.
Depreciation & Asset Schedules
Fixed asset capitalization and historical depreciation schedules prepared in accordance with IRS rules.
Audit-Ready Historical Financials
Monthly and annual P&L, balance sheets, and general ledgers reviewed and certified by a licensed CPA.
CPA Corporate Tax Filing Ready
Seamless handoff to file overdue federal Form 1120/1120-S/1065 and state corporate returns.
Predictable Investment
Available on all flat-fee monthly tiers.
No billable hours. No surprise invoices. Upgrade or downgrade as your order volume scales.
Tier 1
Core Compliance
$850 /mo
Baseline bookkeeping, reconciled books, 5-day month-end close, CPA corporate tax return.
Tier 2 · Flagship
FinOps Automated
$1,850 /mo
Everything in Core plus AP/AR automation, multi-gateway clearing and the receipt OCR pipeline.
Tier 3
Fractional CFO
$3,500 /mo
Everything in FinOps plus runway models, budget-vs-actual analysis and a monthly CPA strategy call.
Service Questions
Frequently asked questions.
How long does a catch-up bookkeeping project take?
Most 12-month catch-up cleanups are completed within 10 to 14 business days once all statement access is provided. Urgent tax deadline rush turnarounds are also available.
How do you price catch-up bookkeeping?
We quote a transparent flat project fee based on transaction volume, account count, and months of backlog. You approve the scope before any work begins—no surprise hourly bills.
Can you file our overdue tax returns once the books are cleaned?
Yes. Because our work is supervised by licensed CPAs, we can prepare and sign your federal and state corporate income tax returns directly.
Free · 20 minutes · with a licensed CPA
Most CPAs only tell you what you owe in April.
Our CPA team runs a free 20-minute Tax & Cash Flow Audit to find misclassified deductions, multi-gateway clearing discrepancies and operational margin leaks. You get a 3-point summary checklist whether or not you sign up.
We check for
01
Misclassified deductions
02
Gateway clearing discrepancies
03
Margin and cash flow leaks
Prefer to talk first? (908) 484-6836
Request your audit
A licensed CPA confirms a 20-minute slot within one business day.