“I do not know where to begin.”
Several periods need attention and none feels like the right starting point.
Bring overdue bookkeeping up to date, one period at a time. We review the backlog, reconcile earlier transactions and track missing records, with the work and price agreed before we start.
Get a catch-up quoteScope agreed before we begin.
An illustration of the service, not a live client file.
Several periods need attention and none feels like the right starting point.
Statements, invoices and receipts are scattered or incomplete.
You need priorities agreed before diving into the backlog.
A catch-up project starts with the accounts, periods and records that need attention. We quote this work separately from ongoing monthly bookkeeping.
Identify the accounts and periods that need attention.
Match historical activity to the supporting records available.
Keep a clear list of documents and unresolved items that need your input.
Agree what catch-up completion covers and what an ongoing routine would require.
Start with the last reconciled period, available records and known deadlines.
Map the work and quote separately from ongoing bookkeeping before proceeding.
Reconcile the agreed periods and hand over the records with any outstanding questions.
Bring the statements and records you have, your last reconciled period and any upcoming deadlines. Catch-up work is scoped and quoted separately.
Get a catch-up quote