Catch-Up & Clean-Up Accounting

What’s Included in This Service:

-Historical Transaction Catch-Up: Thorough logging, tracking, and categorization of all past business transactions, bank feeds, and credit card statements across missing months or years.

-Account Reconciliation & Error Correction: Deep-dive reconciliation of your bank accounts to identify and permanently fix missing entries, duplicate expenses, or balancing discrepancies.

-Expense Categorization & Maximization: Correct restructuring of all historical expenses to ensure every past small business deduction is accurately claimed and compliant with IRS codes.

-Financial Statement Reconstruction: Complete generation of clean, retroactive Profit & Loss statements and Balance Sheets so you finally have an accurate picture of your historical business data.

-Tax-Ready Books Delivery: Full organization and final locking of your financial ledgers so they can be handed directly to a tax preparer to file back-taxes seamlessly without penalties.

Ready to secure a stress-free tax strategy?

Click "Book Now" to select a convenient date and time for your complimentary, 30-minute initial consultation. We will discuss your current financial landscape and map out a clear path forward.