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A manageable way forward

You do not need perfect records to have a useful first conversation.

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.

01. Find the starting point

List the accounts and missing months, then locate the last period supported by statements and reconciliations.

02. Work through the backlog

Separate missing entries from incorrect entries. Work through the agreed periods and record the evidence behind each correction.

03. Keep the next month clear

Finish with a manageable document routine and a visible list of anything still waiting for an answer.

Define a useful engagement

A recovery project starts with a realistic starting point. We agree the accounts and historical periods to investigate, the evidence available, and the order of work. Timing and price follow that assessment, with missing records kept visible.

You do not need perfect records to have a useful first conversation.

Let’s map the backlog