Business accounting & advisory
Books Cleanup & Catch-Up
When records fall behind, it’s hard to tell current performance from unfinished accounting. Cleanup addresses the condition of existing records; ongoing bookkeeping establishes routines for the periods ahead.
Assess what needs to be brought current
Which periods are incomplete, whether accounts reconcile, and what documents are available — the review separates what can be resolved from what needs your input.
Reconcile with outside evidence
Bank statements, loans, and source records test whether the books reflect actual activity. Missing information is stated and discussed, not guessed.
Review open balances
Old receivables and payables can distort the picture. Cleanup identifies items for review and documents adjustments so balances are supported.
Routines that fit your business
After cleanup, the priority is a manageable ongoing process: clear document sharing, consistent coding, and a defined monthly close.
Common questions
How long does cleanup take?
The timing depends on the periods involved, transaction activity, condition of the books, and availability of documents. It should be scoped after reviewing your situation.
Can every discrepancy be resolved?
Not always. Missing documentation or unclear transactions can limit what can be concluded. Those issues should be identified and discussed, not replaced with unsupported assumptions.
Can you help maintain the books after cleanup?
Yes. Ongoing bookkeeping and monthly close can be discussed as a separate or connected scope once the current records and responsibilities are understood.
Ready to chat?
Tell us what your organization needs. We’ll tell you plainly whether we can help, what it would cost, and what happens first.