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Cleanup & Catch-up
If you are months or years behind, this is where to start. We work through the backlog, reconcile the history and hand you books you can file from.
A year of catch-up usually takes about three days. The real driver is transaction volume — a business running a handful of transactions a week moves faster than one running hundreds. We tell you which you are after looking at the file.
What you get
- Bank and credit card history reconciled for the period you are behind on.
- Miscategorized and uncategorized transactions corrected, so the totals mean something.
- Duplicates and gaps identified and resolved.
- Financial statements for the caught-up period, and books ready to file from.
- A plain-language summary of what we found and where you actually stand.
How it works
- You give us access to the file and the accounts. We look at how far behind you are and how many transactions are involved.
- We quote the work before starting — you will know the cost up front.
- We work through the backlog and come back to you with a consolidated list of questions rather than a stream of them.
- You get current books, and can move onto ongoing bookkeeping so it does not happen again.
Who it is for
Owners facing a filing deadline with incomplete records, businesses that let the books slide through a busy stretch, and anyone taking over a file from a previous bookkeeper and unsure what is in it.
Talk to us
Tell us about your business and we will point you to the right package. New inquiries get a response within the week.
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