Assess the file
Review accounts, statements, reconciliations, opening balances, and obvious gaps before quoting the cleanup work.
Cleanup and catch-up
Bring behind or messy books back under control.
Cleanup work starts with understanding what is wrong, what is missing, and what must be reconciled before the books can support current reporting.
Resolve the backlog
Correct coding issues, match activity, reconcile accounts, and document the decisions made during cleanup.
Stabilize the routine
After catch-up work, BIEx can help move the business into a more dependable monthly bookkeeping process.
Common cleanup needs
When cleanup support helps.
Cleanup is useful when bank accounts have not been reconciled, credit cards are behind, old transactions are uncategorized, reports do not look right, or tax-time preparation keeps uncovering avoidable issues.
Scope can include
- Prior-month transaction review
- Bank and credit card reconciliation catch-up
- Balance sheet review
- A/R and A/P cleanup
- Fixed asset review and depreciation support
- Recommendations for a cleaner monthly process
Pricing note
Cleanup and catch-up work is quoted separately because backlog size, account count, software condition, and document availability can vary widely.
Catch-up help
Start with a cleanup review.
BIEx can review the current state of your books and outline a practical path to get current.