Review the starting position
Identify the periods, accounts and transaction sources requiring attention before agreeing a scope.
If your records are months behind or bank balances do not match, a focused cleanup can help you regain confidence in the numbers.
Every engagement starts with a review of your current books, software and reporting requirements.
Identify the periods, accounts and transaction sources requiring attention before agreeing a scope.
Categorize outstanding transactions and investigate discrepancies using available supporting records.
Work through bank and credit-card reconciliations for the agreed periods.
Provide a summary of work completed, unresolved items and recommended ongoing bookkeeping processes.
Cleanup is quoted separately after reviewing the number of months, account count, data quality and complexity.
Yes. I provide remote bookkeeping support and can coordinate with clients across time zones. We agree on access, reporting frequency and communication before starting.
Contact me with your accounting software, approximate monthly transaction volume, number of accounts and any overdue periods. I will review the scope before quoting.
Discuss your needs and get a quote tailored to your transaction volume and reporting scope.