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Non-current bookkeeping is costing you dearly in missed opportunities. Not to mention it will keep you from filing your taxes accurately.
Falling behind on your bookkeeping can lead to financial chaos and missed opportunities, leaving you stressed and uncertain about your business's financial health.
Accounting Backwork
Accounting backwork is kind of like a financial reconstruction project. We go back through your transaction history - however far back is needed - and we categorize, reconcile, and organize everything until your books reflect what actually happened in your firm.
When we are done, you have accurate historical financial records, financial statements you can actually read and trust, and a clean foundation to hand to your CPA at tax time or move forward into monthly bookkeeping.
Who needs this:
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Your books are months or years behind
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Your CPA is asking for financials you cannot produce
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You switched bookkeepers and the handoff was messy
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You did your own bookkeeping and stopped trusting it
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You are not sure what your books say because you have not looked at them in a while
What you become on the other side: Someone who knows exactly what their financials say. Someone whose CPA is not frantically reconstructing history at tax time. Someone who can finally look at their numbers without dread because they know the foundation is clean.
What working through backwork actually looks like
We start with a conversation, not a quote. Before we can tell you what it will take to clean up your books, we need to understand what we are working with - how far back, which accounts, what software you are in, and what the current state of the records is.
From there, our team does a full review and tells you exactly what we found, what needs to be addressed, and what the path forward looks like. You do not get a surprise invoice. You get a clear scope, a clear timeline, and a team that knows how to work through this without making you feel like you are being reprimanded.
We do not rush it. Backwork done quickly and inaccurately is not backwork - it is just moving the problem forward. We reconstruct carefully, verify as we go, and deliver financial records you can actually stand behind.
When we are done, you have two choices: we hand the clean records back to you or your current bookkeeper, or you move into monthly bookkeeping with us so the records never fall behind again.
This is the right service if...
For accounting backwork:
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Your books have not been touched in 3 months or more
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Your last bookkeeper left and the handoff was incomplete or nonexistent
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You did your own books until you couldn't and you haven't looked since
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Your CPA keeps asking for things you can't find or produce
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You're about to bring on a new bookkeeper and you want to start them on clean records
If you read that list and felt recognized - that is the sign. Book the call.
What you walk away with
For accounting backwork:
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You become someone whose historical books can be handed to a CPA, a new bookkeeper, or a potential buyer of your firm without embarrassment or a correction conversation.
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You stop carrying the anxiety of not knowing what your financial records actually say.
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You become ready to actually use your financial data to make decisions, instead of avoiding it because you don't trust it.
Real business owners.
Real financial transformations.
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Answers before you book
The hardest part is making the call. Everything after that gets easier.
Price varies depending on project's size
Book a conversation with our team. We will ask a few questions about your situation, tell you what we are likely looking at, and give you a clear picture of what it would take to get your books and your trust account records clean. No obligation. No judgment. Just clarity.