Add a defined bookkeeping role when document follow-up and recurring admin need more regular attention.
The work in scope
- Agreed responsibilities
- A visible open-item list
- Document request follow-up
- Routine review meetings
Useful records for the first review
- An account-by-month list of missing records
- The most recent supported reconciliations
- Statements and source files you can currently access
Start with your situation
Tell us about your accounts and the periods that are behind. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
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.
Keep responsibilities clear
This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.
Discuss a person to keep the loose ends moving with Sahamo →