Historical Clean & Catch-up
ADD-ON
Behind on your books? We bring your financials back from the dead. Whether it’s months or years, we clean, reconcile, and rebuild your records—fast, accurate, and tax-ready.
⌚ Hassle-Free Catch-Up & Compliance
✅ Transaction Reconciliation & Data Cleanup
- Review and categorize past transactions for accuracy.
- Correct errors and ensure all financial data is properly recorded.
✅ Bank & Credit Card Reconciliation
- Match statements to actual balances to eliminate discrepancies.
- Identify and resolve missing or duplicate transactions.
✅ Accounts Payable & Receivable Cleanup
- Organize outstanding invoices and payments for better cash flow.
- Track and reconcile unpaid balances to avoid financial discrepancies.
✅ Financial Statement Reconstruction
- Generate accurate Profit & Loss, Balance Sheet, and Cash Flow reports.
- Provide clear financial insights for decision-making and tax filing.
✅ Tax-Ready Books & Compliance
- Ensure financial records meet IRS and regulatory requirements.
- Work with CPAs and tax professionals to streamline tax preparation.
Clients often move from disorganized books to full financial clarity in under two weeks—no stress, no surprises.
