Catch-up bookkeeping and cleanup — however far behind you are

When to call

• You are more than two months behind and not gaining ground
• A tax deadline is coming and the books are not close to ready
• A lender, landlord or investor has asked for financial statements
• You inherited books from a departed bookkeeper and cannot tell what is real
• The balance sheet has accounts on it you do not recognize
• Your accountant said the books needed work before a return could be prepared

How the cleanup runs

1. 1Assessment. We look at the file and tell you honestly how much work it is and what it will take. No surprise scope.
2. 2Reconstruct. Bank and card statements, merchant processor records, payroll reports and loan documents, period by period.
3. 3Reconcile. Every account, every month, in order — because an unreconciled month poisons every month after it.
4. 4Correct. Misclassified draws, duplicated transactions, undeposited funds, the suspense account everything got dumped into.
5. 5Close and report. Clean statements per period, so the tax returns can be filed from real numbers.
6. 6Prevent the recurrence. Either you take over a system that works, or we keep it monthly.