Catch-Up and Cleanup
Get your books caught up, with a clear plan and a clear price
Books fall behind for all kinds of reasons, and it happens to plenty of well-run businesses. We start by looking at what you have, then give you a written quote, a timeline and a list of what you will receive when the work is done.
How it works
- Records review. We look at your accounts, statements and any existing books to see how far back the work goes.
- Defined backlog and written quote. You receive the scope, the fee and an estimated timeline before we begin.
- Cleanup. We enter missing transactions, correct errors, reconcile each account and organize your chart of accounts.
- Delivery. You receive reconciled books and financial statements for each period covered.
What we may ask for
- Access to your accounting file and bank feeds
- Bank, credit card and loan statements for the periods involved
- Prior reconciliations, payroll records and prior-year tax returns
How long it takes
The timeline depends on how many months are involved, how complete your records are, and how quickly statements can be gathered. Your quote includes our estimate.
After the cleanup
Catch-up work brings your books current. Ongoing bookkeeping and tax return preparation are separate services, and many clients move straight into a monthly plan.