Monthly Close Timing and Required Information
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      Botkeeper's Catch-up and Clean-up

      What if I’m behind on my client's books? Can you get me caught up?

      Whether your client's books are a complete mess or just a little behind, our Botkeeper team is here to help. We understand that keeping up with bookkeeping can be overwhelming, and that's why we offer catch-up bookkeeping services to get you back on track. No matter how far behind you are, you can add any amount of catch-up bookkeeping to a standard plan. Our team will work tirelessly to ensure that your clients' books are in order and up to date in no time. 

      So, don't worry if your clients' books are behind. With our catch-up bookkeeping services, we can get you back on track and ensure that your clients' finances are in order.

      Your Botkeeper team will work tirelessly to get your clients' books in order, regardless of their current state.

      100%. You can add any amount of catch-up bookkeeping to a standard plan. No matter how far behind you are, we can get you and your clients caught up quickly.

      How does Botkeeper's Catch-up and Clean-up work?

      Clean-up:

      If the bank and credit card accounts are not reconciled through the month prior to the services start date, partner has the option to sign up for “clean up” services while scoping the client.

      # of Bank Accounts (under 12 mos) Package Turnaround Time*
      1-3 Nano 3 Business Days
      1-3 Micro 5 Business Days
      1-3 Mega- Tera 7-12 Business Days
      4+ Nano-Tera Above +1 Business Day per Additional Account

      Catch-up:

      If deployment is delayed past the last day of the start month, the months between the start date and the deployment date are “catch-up” and add to the turnaround time of the first month’s close.

      # of Months Deployed Prior to 15th** Deployed After 15th**
      Current Month + 1 Prior Month   Up to 2 Week Delay  Up to 4 Week Delay
      3+ (Current Month + 2+ Prior “Catch up”)  Assessment required to quote accurate turnaround time

      *Multiplied by the number of months clean-up services are required for

      **Multiplied by the number of months catch-up services are required for