Overflow cleanup projects

Backlog that your own staff cannot clear

An inherited client, books untouched for over a year, or a season where cleanup work simply piles up: each case eats into capacity your practice needs for the current year's engagements. A fixed-scope project keeps that backlog from crowding out billable time.

Setting the scope before the clock starts

Before touching a single transaction, we walk the backlog with your team: how many months, which accounts, which software. That conversation produces one fixed price, agreed before work begins, so a messy file never turns into an open-ended bill mid-fieldwork.

Working the mess in order

We start with the oldest month and move forward, so each period's closing figure becomes a trustworthy opening figure for the next. Anything unusual, a bank transaction booked twice, a personal expense run through the company account, MPF contributions that will not tie to payroll, gets logged with an explanation, not silently corrected.

Handing the result to your client

What comes back is a reconciled set of books, a profit and loss, a balance sheet, and the adjustments log behind them, packaged for your practice to present under its own name. Deciding whether a previously filed return now needs revisiting stays a call for your practising CPA, not us.

Where the backlog goes afterward

Once cleared, clients often move into standing white-label bookkeeping or a dedicated staff pod, so the same gap does not reopen before next year's audit. Practices that skip this step often find the backlog creeping back within a year or two, which is a reason to consider a standing arrangement before signing off on the finished cleanup package.