Where we start
Start with the last reliably completed period, the accounts affected and any returns already filed. Check whether the backlog is routine missing processing or contains historical accounting decisions.
Service
Catch-up bookkeeping in Cheltenham
Months behind on Xero? Define the backlog, organise missing records and reconcile the agreed periods. Catch-up work is quoted separately before it begins.
What needs care
Unprocessed transactions, missing invoices and incomplete reconciliations are scoped for records work. Previously filed figures and uncertain tax treatment go to the appropriate accountant.
What the handover should contain
A catch-up quote should state the periods, accounts, expected records and how unresolved items will be reported.
What you receive
A written scope naming the periods and accounts, completion of the agreed processing and reconciliation work, and a handover showing missing records and unresolved items. Any decision needing your accountant is identified separately.
Example: three months behind
Illustrative situation: your bank feed is connected but receipts are scattered and transactions remain unmatched. We first identify the last reliable period, accounts and evidence available, then quote the work. Three months with complete evidence can differ substantially from three months with missing records.
Can you work with my accountant?
Yes. Confirm who handles year-end accounts, returns and specialist decisions before work starts. The handover separates completed bookkeeping from questions your accountant needs to resolve.
How long will the catch-up take?
Timing depends on volume, complexity and how quickly missing evidence is supplied. We agree a delivery plan after reviewing the starting point; an enquiry alone does not reserve a completion date.
Your backlog, turned into a clear plan
Tell us the last month you trust, the bank and card accounts involved, and any approaching deadline. We establish what is missing, agree the periods and work, then give you a fixed quote. If the condition of the records is unclear, a Xero health check can establish the starting point first.
Example handover: three months of records
Illustrative example, not a customer result: a handover for July–September could list each account and period completed, receipts still missing and questions for the owner or accountant. A line such as “August card payment: supplier invoice needed; owner to supply” makes the next action clear. Completion is reported against the agreed scope; unresolved items remain visible.
What determines the completion date?
The number of accounts and transactions, missing evidence and earlier unresolved balances all affect the plan. Tell us your deadline when you enquire. We confirm the delivery plan after reviewing the work, rather than promise a turnaround before seeing the starting point.
How remote bookkeeping works
We support businesses in Cheltenham, Gloucester and Gloucestershire entirely remotely. Agree the scope with Antony by phone or email, provide records through the agreed online handover and grant named Xero access. Questions and handovers are handled remotely; no office visit or on-site appointment is needed or offered.
Explore the service
Getting started
Bookkeeping services
Catch-up bookkeeping in CheltenhamMonthly Xero bookkeepingBank and card reconciliationReceipt and invoice organisationAccounts receivable record cleanupAccounts payable record cleanupXero health check for Cheltenham businessesBookkeeping in Gloucester | Xero catch-up and monthly helpXero bookkeeper in Cheltenham | Reconciliation and recordsBookkeeping for limited companiesBookkeeping for sole tradersBookkeeping for trades and contractorsBookkeeping for consultants and coachesVAT bookkeeping support
Your questions, answered
How catch-up bookkeeping is scopedDocuments needed to clear a backlogBookkeeping versus year-end accountingUnderstanding unreconciled Xero transactionsHandling missing receiptsSwitching bookkeepers without losing recordsWhat your monthly bookkeeping summary containsWhen bookkeeping requires accountant review