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Accounting / 02

Behind on the books? Start clean.

We untangle months or years of unreconciled, miscoded or missing records and hand back a ledger you can trust, with a clear explanation of everything we changed.

TYPICAL WARNING SIGNS
Bank accounts that have not been reconciled in months
Large balances sitting in uncategorized accounts
Reports that do not agree with the bank
A tax deadline approaching with incomplete records

Scope of work

Restoring order, step by step.

01

Diagnose

A structured review of the file identifies errors, gaps and their financial impact.

02

Reconcile

Every account is brought back in line with statements, period by period.

03

Correct

Misposted, duplicated and uncategorized entries are fixed and documented.

04

Hand over

A summary of changes and recommended processes to keep it clean.

What you receive

A ledger and a paper trail.

Cleanup is only valuable if you can understand and defend the result.

Reconciled accounts for every period in scope
A log of adjustments with reasons
A simplified, consistent chart of accounts
Financial statements ready for lenders or tax preparers
A go-forward process so the backlog does not return

How it is priced

Scoped before we start.

STEP 1

Free assessment

We review a sample of your file and the periods involved.

STEP 2

Fixed-scope proposal

A written scope and fee, so there are no open-ended hours.

STEP 3

Delivery with review

Progress updates and a walkthrough on completion.

Next step

Let us take the infrastructure off your desk.

Book a 30-minute consultation. You will leave with a clear recommendation, a migration outline and a transparent quote, whether or not you choose us.