Bring the books current.
Start from supported balances.
We assess the books first. If the assessment identifies a backlog or unreliable balances, we define a cleanup project before ongoing accounting begins.
Prefer to write first? Tell us what you need and we will reply with a scoped quote.
Assessment Before Remediation
Cleanup is not an automatic onboarding charge. We first review the condition of the ledger and determine whether the existing balances can support the next phase of work.
If the books are already in order, the engagement can move directly to managed close or a dedicated role. If remediation is needed, the scope and affected periods are documented in the proposal.
Typical Cleanup Work
- Reconcile historical bank, credit card, and merchant accounts
- Resolve opening balance and classification issues
- Review stale accounts payable and accounts receivable items
- Correct intercompany and owner equity classifications
- Redesign the chart of accounts when the current structure is not useful
The goal is supported records and reconciled opening balances for ongoing accounting or readiness work. Cleanup is not an audit and does not provide an audit opinion.
When catch-up accounting makes sense
Catch-up work makes sense when the assessment finds unreconciled periods, unreliable balances or a backlog that blocks a reliable close. If the books are already in order, you can move straight to managed close or a dedicated role.
Works in the systems you already use
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.
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Frequently asked questions
Do you handle payroll or tax returns?
No. We do not process or file payroll, and we do not prepare tax returns. We can hand your CPA a clean, reconciled set of books.
Who reviews the work, and can a CPA sign off?
Work is reviewed on our side before it reaches you, and one accountable contact owns it. When a client or a job requires certified work, such as a CPA's sign-off, we provide it through our global network of licensed professionals.
How do we get started?
We assess your books first, then scope only what you need. If catch-up work is needed, it carries a separate fee, quoted per project.
Which software do you work in?
We work inside the systems you already use, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Bill.com, Expensify, Ramp and Brex. If you run something else, we get onboarded on how your team uses it, and you have a named contact for follow-up questions.