You can start with the records you have.
A backlog can feel impossible when every month depends on the one before it. We begin by identifying the periods involved, the statements available and the balances that need explanation. Together we define a practical sequence of work and the information needed to move each phase forward.
What we can take off your plate
- An assessment of the periods and account records involved
- A missing-document list and a phased clean-up scope
- Historical transaction processing and reconciliations as agreed
- A handoff of completed periods, open issues and next steps
What a clear working rhythm looks like
We begin with a conversation about your business, current records and priorities. Next, we agree the scope, responsibilities and document workflow. Once access and records are available, we work through the agreed tasks, track questions and prepare the handoff for review. You can see the next step and the person responsible for it.
We distinguish missing information from actual discrepancies and record what could not be substantiated. Work on opening balances or prior-period changes is discussed with the responsible reviewer before changes are finalized.
What we need to get started
- The last reliable financial reports or accounting-file backup
- Bank, card and processor statements for the affected periods
- Invoices, receipts, loan documents and prior adjustment details
- Any deadlines and requests from your CPA or tax professional
Scope, review and expectations
Completion dates and fees depend on record availability, transaction volume and the review findings. We assess the backlog before agreeing milestones. We work with businesses and CPA firms across the U.S., Canada and Australia. We agree the document workflow and review responsibilities with your team and designated local professionals.
A practical next step
Tell us what is working, what is behind and what you need to understand next. A free consultation helps us discuss the records available and whether our support is a fit. We agree timing and responsibilities after assessing the work.
Questions worth clearing up.
Can you help if we are more than six months behind?
We can assess a longer backlog and propose a phased scope. We need to understand available statements, opening balances and any filing or reporting deadlines first.
Do we need every receipt before speaking to you?
No. Start with an outline of the periods and records you have. We identify the gaps together and explain which documents are needed for the proposed work.
Will you change previously filed figures?
Changes affecting filed or previously issued information need coordination with the responsible accountant or tax professional. We surface those questions rather than assuming approval.