Behind on Your Books? Let’s Get You Caught Up — and Keep You There
Falling behind happens. I clean up and catch up your books so what you’re working from is actually accurate — reconciled, categorized correctly, and ready for reporting, taxes, or a lender. Controller-level cleanup, not a quick data dump. Serving NY, NJ, CT & FL.
Who this is for
Owners who are months (or years) behind, switching accountants, prepping for taxes or a loan, or who just know the numbers aren’t right and can’t run the business on them.
What’s included
- Diagnostic of the current state — what’s missing, miscategorized, or unreconciled
- Full historical reconciliation of all accounts through the catch-up period
- Correction of miscategorized transactions and cleanup of the chart of accounts
- Reconstruction of missing records where needed
- A clean set of financials for the caught-up period
- A clear handoff into ongoing monthly close so you don’t fall behind again
How it works
- Diagnostic Review — I assess the backlog and scope the cleanup honestly.
- Cleanup & Catch-Up — I work through the history and get you current and accurate.
- Stay Current — we move into a monthly close so this is the last time you’re behind.
What clients say
“Professional, attention to detail, and deep understanding of financial management are the key aspects of this business.” — Luis Sierra
“Excellent service and very professional.” — Nancy Diaz