Diagnostic review
Assess record quality, unreconciled accounts, missing periods, opening balances, and the practical scope of correction.
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Historical accounting cleanup
Build a reliable starting point from incomplete books.
When prior periods are incomplete or unreliable, recurring bookkeeping cannot simply begin with the current month. We diagnose the condition of the records, reconcile historical activity, correct supported errors, and establish a clean opening point for ongoing work.
Discuss this serviceWhat the work can include
A scope built around the actual need.
Historical reconciliation
Reconcile bank, credit-card, loan, payroll, and other material balance-sheet accounts for the agreed periods.
Corrections & support
Post supported corrections, document unresolved items, and organize the records behind material adjustments.
Close stabilization
Establish reliable opening balances, a repeatable close checklist, and a handoff into recurring bookkeeping.
A good fit for
When the current process is costing you clarity.
- Businesses several months or years behind on bookkeeping
- Owners changing providers with unreliable opening balances
- Teams that need clean records before tax preparation or recurring service can begin
How we work
- 01
Diagnose
Review the records, identify gaps, and define the periods and accounts requiring work.
- 02
Correct
Reconcile activity, post supported adjustments, and track questions to resolution.
- 03
Stabilize
Confirm the new baseline and transition the books into a dependable monthly process.
Scope note: Cleanup scope and fees depend on record condition, missing information, the number of historical periods, and the deadline. Ongoing bookkeeping begins only after a reliable baseline is established.