Accounting and Client Advisory Services
Catch Up and Cleanup
Months or years of books brought up to date so a return, a loan or a sale can go ahead.
Scope
What we do
- Reconstruct transactions from bank and card statements
- Correct misclassifications and duplicate entries
- Establish opening balances and reconcile every balance sheet account
What your firm receives
- Reconciled books for every period in scope
- A cleanup summary with adjustments made
What we need from you
- Statements for the periods in scope
- System access
- Known issues from your team
What your firm keeps
Your firm owns the client relationship, approves what goes out, and decides what is reported.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Accounting and Client Advisory Services
Bookkeeping
Accurate, current books for your clients, kept in their system and reviewed on your schedule.
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Read MoreVirtual CFO (VCFO)
CFO level finance every month for clients who need more than bookkeeping, delivered under your firm's name.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample