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Accounts Clean‑Up & Bookkeeping Systems Setup

CATCH‑UP • CLEAN‑UP • SYSTEMS & PROCESSES We repair historical books, reconcile every balance, and stand up modern bookkeeping systems and processes—so your numbers are accurate, audit‑ready, and easy to maintain month after month.

Our Key Services

What We Handle

From messy books to a reliable, documented system.

Our Process

1

Discovery

Assess current books, systems, gaps, and timelines; gather statements and payroll/tax records.

2

Diagnose

Produce a clean‑up plan with scope, priorities, and a reconciliation checklist.

3

Clean & Reconcile

Post missing entries, fix balances, and reconcile every account with support workpapers.

4

Design & Implement

Redesign COA, build rules/workflows, and implement systems with controls and approvals.

5

Operate & Train

Run the first close on the new playbook, train your team, and document SOPs for handoff.

FAQ

Ready to turn messy books into a clean, reliable system?
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