Make the backlog manageable
Separate missing months from records that need correcting, then agree a practical recovery sequence.
See what’s included →A FRESH START FOR YOUR BOOKS
Behind on your books?
Start where you are.
Cleanup and catch-up bookkeeping for small-business owners who need a clear way forward. First we understand the backlog. Then we work through it, one supported period at a time.
THE BACKLOG
A PLACE TO STARTOne month.
One month.
Then the next.
FindReconcileMove forward
There is a next step.
It does not have to be a big one.
A list of accounts. The months that are missing. The records you can find. That is enough to begin mapping the work.
WAYS WE HELP
Support built around
your next step.
Keep the fresh start going
Move from a one-time recovery project to a repeatable monthly bookkeeping routine.
See what’s included →A person to keep the loose ends moving
Add a defined bookkeeping role when document follow-up and recurring admin need more regular attention.
See what’s included →A CLEAR WAY TO WORK TOGETHER
Start small. Find a rhythm.
Find the starting point
List the accounts and missing months, then locate the last period supported by statements and reconciliations.
Work through the backlog
Separate missing entries from incorrect entries. Work through the agreed periods and record the evidence behind each correction.
Keep the next month clear
Finish with a manageable document routine and a visible list of anything still waiting for an answer.
A PRACTICAL RESOURCE
Your bookkeeping backlog triage sheet
An account-by-month inventory to find a realistic starting point.
Open the resourceTHE READING ROOM
Useful before the first call.
THE PRACTICAL GUIDE
Cleanup or catch-up? Describe the problem before asking for a quote
Explain whether periods are missing, existing records are unreliable, or both before scoping a bookkeeping recovery project.
Read the guide →THE PRACTICAL GUIDE
Collect missing bookkeeping records without making a second mess
Use an account-by-month request list and consistent filenames to recover bookkeeping documents without duplicating the work.
Read the guide →THE PRACTICAL GUIDE
Find the last month you can actually trust
Find a defensible starting point for cleanup by checking statements, reconciliations, and unresolved items.
Read the guide →BEFORE WE TALK
A few things worth knowing.
Do I need to organize everything first?
No. Start with a list of accounts, the approximate period behind, and the records you can access. The initial inventory identifies what is missing.
Are cleanup and catch-up the same?
Catch-up records missing periods. Cleanup investigates and corrects records already entered. A project may require both.
Can you promise a completion date immediately?
Timing depends on the volume, condition, and availability of records. Milestones are agreed after the initial assessment.