Clean-Up Accounting

Do you need some help getting your books in order? Whether it’s to get ready to apply for a bank loan or to meet with investors, we can help you clean up your accounting and bookkeeping.

We know that accounting is frequently not your top priority as you operate your business in the very competitive – and always changing – tech field. And that’s not a problem…until it is. Over the years, we’ve helped many tech firms get their accounting up to speed so they can scale their business and build enduring value. We can help you do the same.

Business owners often tell us that they don’t trust their numbers, either because the monthly reports are incomplete, or they are subject to constant revision, or they arrive too late to be actionable. We will go back as many years as necessary in order to get accurate statements, and we then work forward until you’re up-to-date.

By being so thorough in our methods, we can promise you this: At the end of the process, you’ll know exactly where you stand financially. At that point, possibly for the first time in months or even years, you can begin strategizing for the future with confidence.

Our Process

Before we get started cleaning up the books, we need to first assess the problem in order to get a clear scope of work. We then start the clean-up process, which involves two stages:

  1. Fixing the transactions as far back as needed
  2. Restructuring the workflow to correct any and all bad practices

Our review checklist includes an examination of the profit & loss statements, balance sheet, tax returns, reconciliations, bank feeds, aging reports, chart of accounts, product lists, payroll, inventory, and sales taxes.

Additionally, we look for missing or misclassified transactions, as well as for unexpected or unusual balances. After our review is complete, we then prepare a detailed report of our findings and our recommendations for you and your team.


Accounting Services

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