Books cleanup / catch-up
When the books are too far behind to start clean.
For books that are too far behind for a controller engagement to start cleanly.
Terms
Priced per backlog month.
- Price
- $600-900 per backlog month
- Term
- 2-6 weeks
- Minimum and scope
- Minimum $3,500. Fixed after the diagnostic.
When it applies
Signs the backlog comes first.
Bank accounts have not been reconciled for months
A controller cannot close a month whose opening balances are not known to be right.The lender or bonding agent asked for statements you cannot produce
The prior periods have to be rebuilt before the current one means anything.Transactions are sitting uncategorised
Bank-feed items, undeposited funds and suspense balances that nobody has worked through.The field app and the ledger were never reconciled
A ServiceTitan, Housecall Pro or Jobber sync that posted revenue twice, or customers created three times, month after month.Marketplace deposits were booked as sales
A year of Shopify payouts and Amazon settlements posted net, so revenue is understated and every fee is missing from the P&L.The year-end is coming and the books are not ready for your tax preparer
Your preparer needs closed, reconciled books. We get them there; your preparer handles the return.
The consult usually shows whether a backlog exists; the Financial Health Diagnostic fixes the number of backlog months and the price before any work starts. Once the books are current, the controller engagement begins from a clean month.
Free · 30 minutes
Thirty minutes, no pitch.
You get a one-page note on what we heard and what we would propose.