Give overdue books a clear starting point.
“They picked up the projects really quickly and have been instrumental in reducing the workload on my shoulders and my team.”
For businesses with incomplete books, unreconciled accounts or a change of accounting provider.
Periods, accounts and missing records identified before the work is scoped.
Transactions reviewed and corrections prepared against the agreed approach.
Updated records, remaining questions and a plan for keeping the books current.
Identify incomplete periods, affected accounts and missing records.
Prepare historical entries and corrections within the agreed approach.
Hand over updated records and unresolved items before recurring work begins.
Agree the periods, correction approach and reviewer before work starts. Historical adjustments, tax amendments and filing responsibilities are separate scope decisions.
| Work area | Preparation support | Review and approval |
|---|---|---|
| Backlog scope | Identify missing periods and records. | Your team agrees priorities and available evidence. |
| Corrections | Prepare changes under the agreed approach. | The reviewer authorizes accounting adjustments. |
| Handover | Document completed work and remaining issues. | Your owner approves the transition to recurring work. |
Keep the evidence, next action and responsible reviewer together.
Separate unavailable evidence from work that can proceed and agree the next step.
Document the issue and proposed approach for reviewer approval.
Use the first conversation to define the work and the information needed.
Identify the periods and accounts that need attention, then agree on a catch-up scope. Bring historical transactions and reconciliations together before moving into recurring bookkeeping.
Periods, accounts and missing records identified before the work is scoped.
Transactions reviewed and corrections prepared against the agreed approach.
Updated records, remaining questions and a plan for keeping the books current.
Start with the last completed period, affected accounts, available records and known issues. Confirm priorities before work begins.
Tax amendments and filing authority are separate scope decisions for the appointed tax professional.
Tell us what needs doing, where your business operates and the software you use.