Review and correct historical financial records for accuracy
Reconcile all bank and credit card accounts for the cleanup period
Identify and fix miscategorized transactions
Catch up on unrecorded income and expenses
Resolve discrepancies between bank statements and books
Prepare corrected financial statements for the cleanup period
Organize source documents for future reference
Deliver a clean, organized set of books by the end of the engagement
Review and correct historical financial records for accuracy
Reconcile all bank and credit card accounts for the cleanup period
Identify and fix miscategorized transactions
Catch up on unrecorded income and expenses
Resolve discrepancies between bank statements and books
Prepare corrected financial statements for the cleanup period
Organize source documents for future reference
Deliver a clean, organized set of books by the end of the engagement