Remote accounting services across the United States
If your books are behind or no longer match reality, we trace the issues, reconcile the records, and prepare a clean foundation for ongoing accounting.
Discuss your needsWho this helps
Businesses with overdue reconciliations, unexplained balances, duplicate transactions, or a gap between their records and their bank statements. Cleanup establishes a reliable handoff into ongoing bookkeeping.
Engagement scope
A clear starting point
Reconciled periods within the agreed scope, documented corrections, unresolved items for management, and an agreed starting point for regular monthly work.
The periods that need attention, prior financial statements, account statements, and a description of known problems. We first review access and record completeness before defining the cleanup project.
We agree the scope, responsibilities, schedule, and fee before work begins. Meetings and document exchange take place remotely, with timing arranged around your team.
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