Get Your Books Current
If your books are months or years behind, you are not alone. Most business owners who need catch-up bookkeeping are in exactly that position: something happened, the records slipped, and now a deadline or a request from someone else has made it urgent. This is a fixable problem. There is a clear process for getting current, and Robert G. Neumann Accounting Services has been doing this work since 2007. Our bookkeeping services include cleanup projects to address any length of backlog.
How Catch-Up Bookkeeping Works
Every bookkeeping cleanup starts the same way: we find out how far back the records go, what you have on hand, and which software or accounts are involved. From there, we work through the full backlog period, categorizing every transaction and reconciling each account going back to the last point where everything was clean.
When we find discrepancies or gaps, we work through them rather than around them. At the end, you receive complete draft financial statements that are up to date through the most recently completed month. That means your books are now ready for your tax professional, your bank, or your own records.
Once the cleanup is done, many clients move into monthly bookkeeping so the books stay current going forward. That is entirely your call.
Common Situations We See
Sometimes a bookkeeper leaves mid-year and nothing gets picked up after that. Sometimes an owner has been handling the books personally, and a busy stretch puts everything on pause. Some people come to us because their tax professional asked for a full year of financials before they could file taxes, and the records are not in shape to hand over. Others are partway through a loan application and the bank demands current statements.
These situations come up all the time. Whatever caused the problem, the solution is in reach: a structured catch-up bookkeeping process that gets everything in order and moves forward to produce clean books.
We work with businesses remotely across the country, including Alaska and Hawaii, so wherever you are located is not an obstacle to providing you with first-rank problem-solving services.
Start with a Conversation
Tell us where things stand and we will give you a straight answer about what it takes to get your books in order so you can keep your attention on running your business. No commitment, no pressure. There is very little we have not seen.
You can reach us by phone at
(510) 523-3368, by email at
inbox@rgnaccounting.com, or through our
contact page. We will take it from there.