Catch-Up Bookkeeping Assistance

I’m sitting on a backlog of transactions and need those historical numbers brought fully up to date so I can see where the business really stands. Your first mission is straightforward: rebuild the books for the prior periods until every account is current, accurate, and ready for year-end reporting.

You’ll be sorting and coding past income and expenses, reconciling bank and credit-card statements, and flagging anything that looks out of place. I’m comfortable working in whichever platform you know best—QuickBooks, Xero, or even a well-structured spreadsheet—so long as the final files are clean, balanced, and easy for my tax preparer to pick up.

Deliverables once the clean-up is finished:
• Reconciled ledger covering the outstanding months
• Up-to-date Profit & Loss and Balance Sheet in PDF and editable format
• Brief summary of any discrepancies or recommendations for smoother monthly bookkeeping

If you thrive on turning messy data into orderly books, let’s get this done.