Cleanup & catch-up

Accounting cleanup and catch-up for books that need repair

For records with unreconciled accounts, stale balances, messy historical periods, or reports no one fully trusts. EJC works through the priority accounts and periods so the business can move forward from cleaner books.

Best when balances do not tie, reconciliations are behind, or tax, lender, or reporting pressure needs better numbers.

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Cleanup & Catch-Up

Best when: Old periods are messy, balances do not tie, or reconciliations are too far behind for monthly support to hold.
First focus: Historical periods, reconciliation gaps, stale balances, balance sheet repair, cleanup entries, and documentation.
Outcome: Books clean enough to maintain and use.

What changes

The books become clear enough to maintain.

The goal is not cosmetic cleanup. The goal is to resolve the accounts, periods, and balances that keep the books from being used.

Priority periods and unreconciled accounts are addressed first.
Stale balances and unsupported accounts are documented or corrected.
The business leaves with cleaner records and a clear next step.

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Questions

Cleanup questions

How far back do you clean up?

That depends on the problem, deadlines, and what the business needs the books to support. The first review identifies the accounts, periods, and balances that matter most.

Do the books need to be perfect before monthly support starts?

No. The goal is books clean enough to maintain. Some items may be documented for later review while the highest-risk issues are addressed first.

Can cleanup lead into monthly accounting?

Yes. Once the records are clean enough to maintain, the next layer is often recurring monthly accounting and close cadence.

What should we send first?

A recent P&L, recent balance sheet, bank and credit card reconciliation status, and a short note about the accounts or reports that are not reliable.