Missing months or years
Identify the periods that need attention and the statements or source records available.
Behind on your books?
Start with a conversation.
Discuss missing months, unreconciled accounts, and the records needed to bring your bookkeeping into focus.
Tell us where things stand.
Balances that do not make sense
Bring unexplained balances, duplicates, uncategorized items, and reconciliation questions to the review.
A return or business decision ahead
Tell us whether the records are needed for tax preparation, a lender request, or planning.
Build a scope around the records.
- Start with your existing accounting file, prior reports, and the most recent completed reconciliation.
- Gather bank, card, loan, payroll, and processor statements for the periods in question.
- Discuss the accounts and periods requiring review, proposed corrections, and expected reports.
- Confirm availability, scope, fees, and timing with the team before authorizing cleanup work.
- Discuss how ongoing bookkeeping could help you keep the records current afterward.
A useful first step.
You do not need to diagnose every issue before contacting us. Tell us which periods are missing, which software you use, and what you need the books for.
Let’s find your next step.
Tell us what you need. We will discuss the scope, records, and pricing with you.