SERVICES
Catch-up and cleanup
A reviewed starting point for books that are behind.
Work through a backlog or unexplained balances in an agreed order, with a record of what was corrected and what still needs attention.
What is included
- Review of the starting balances and problem areas
- Transaction review and categorization for agreed periods
- Bank and credit card reconciliations for agreed accounts
- Chart-of-accounts changes where appropriate
- Receivables and payables review as agreed
- Reviewed reports and a handoff of remaining questions
How it works
- Assess
Identify the last reliable period, missing records, and affected accounts.
- Plan
Agree the periods, deliverables, responsibilities, and fee.
- Correct
Work through the records and investigate discrepancies.
- Hand off
Review the balances and agree how to keep the books current.
What to tell me before the call
- How many periods need attention
- Which accounts are unreconciled
- What records are available
- Whether any affected period has been used for a filed return
Changes affecting filed periods are coordinated with your tax professional. The project scope determines which accounts and periods are reviewed.
STARTING PRICE
$500 one-time
Project pricing depends on the periods involved, transaction volume, missing records, and complexity. A review establishes the scope before work starts.
Helpful next reading
Read the related bookkeeping guide →
Discuss the right scope
Start with your records and questions. We agree the work and fee before bookkeeping begins.
Book a free consultation