Catch-Up Bookkeeping Case Studies

OneBooks case studies show how real businesses use catch-up bookkeeping, cleanup bookkeeping, and monthly bookkeeping support to get accurate, reconciled, tax-ready books.

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DivorceCaseStudy
Robert Mitchell

Case Study: Financial Reconstruction for a Forensic Divorce Audit

OneBooks reconstructed three years of business and personal financial records for a commissioned sales representative involved in a contested divorce and forensic accounting review. The project included transaction reclassification, owner-paid expense recording, business-versus-personal analysis, personal financial statement preparation, and forensic review support.

The initial reconstruction took four months and cost $7,500. Ongoing bookkeeping later helped reduce the effort required for future forensic reviews.

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Real Estate
Robert Mitchell

Real Estate Books 2 Years Behind — Caught Up in 3 Months

A real estate investment company came to OneBooks with two years of overdue bookkeeping across 15 properties, 27 bank and credit card accounts, and more than 15,000 transactions. OneBooks completed the full catch-up in approximately three months, leaving the company with reconciled accounts, accurate class tracking, and clean financial records for tax preparation and investor reporting.

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Uncategorized
Robert Mitchell

How OneBooks Helped a Business Catch-Up 4 Years of Bookkeeping and Tax Filings

A sports, fitness, and recreational center owner came to OneBooks after falling four years behind on bookkeeping, sales tax filings, S-Corporation tax returns, and personal tax returns. The situation had become urgent after the State of New Jersey levied both the business and personal bank accounts. OneBooks helped reconstruct the books, process approximately 24,000 transactions, complete overdue filings, and create a path forward for payment arrangements.

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