Catch-up & Clean-up
Untangle books that have fallen behind and hand you a set you can trust.
At a glance
If your books have fallen behind (a quarter, a year, or longer), I'll untangle them, reconcile back to clean, and hand you a set of books you can trust again.
How it works
In plain language.
If your books have fallen behind, whether a quarter, a year, or longer, I will untangle them. Catch-up and clean-up work means going back through the gap, reconciling everything to clean, fixing the categorization, and handing you a set of books you can trust again. It is not glamorous work, but it is some of the most relieving work I do.
- Reconstruct and categorize transactions across the gap, however long it is.
- Reconcile every account back to clean for the period.
- Fix mis-categorized entries and resolve old, lingering discrepancies.
- Hand you a clean, current starting point you can build on.
Who this is for
Owners whose books have slipped, maybe a few months, maybe much longer, and who want to get back to a set of numbers they can trust.
Ready to talk about your books?
Book a discovery call and we'll see if this is the right fit. No obligation.
Or call (423) 280-5666Often goes hand in hand.
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Learn moreLet's get your books to a place you trust.
Book a short discovery call and we'll talk through your books together. No obligation, just a clear sense of what help could look like.