Services
Books Cleanup & Catch-Up
Bring neglected or inaccurate records current, then set up the process that keeps them that way.
Overview
To get useful information out of your accounting, the foundation has to be right. We reconcile the history, correct the chart of accounts, resolve open items, and document a process your team can follow.
Cleanup is a defined project with a defined end. When it is finished, you know exactly where things stand.
Benefits
- Reconciled, defensible historical records
- A chart of accounts that matches how you operate
- Filings brought current
- Documented procedures going forward
What’s included
- Historical reconciliation and correcting entries
- Chart of accounts restructuring
- Cleanup of open receivables and payables
- Written process documentation and system setup
Who it’s for
- Organizations behind on their books or filings
- New leadership inheriting unclear records
- Companies preparing for a sale, loan, or audit
Process
- 01
Understand
We review your current records, systems, and goals.
- 02
Simplify
We set up the process and bring the work current.
- 03
Support
We keep it running and stay available as things change.
FAQ
How long does a cleanup take?
Most projects run four to eight weeks depending on how many periods are involved. We scope it before we start so you know the cost and the timeline.
What if prior filings were wrong?
We identify what needs to be amended, explain the exposure clearly, and handle the amendments.
Ready for less hassle and clearer financial results?
Tell us what your organization needs. We’ll tell you plainly whether we can help, what it would cost, and what happens first.