For accounting firms
Overflow cleanup projects
Overflow cleanup projects give Saudi businesses a fixed-scope way to clear backlog books: months of unreconciled records worked in order, a written adjustments log for every correction, and a handoff package ready for your own reviewer, priced before the project starts.
Engagement tracker
Illustrative client · August 2026
SAR
- Client file access set up under your firm's nameDone
- Monthly books prepared to your review standardDone
- Review notes cleared and loggedIn progress
- Reports sent to your partner for sign-offNext
- Year-end workpapers staged for your preparerNext
Illustrative. An example of the document, not a client's figures.
Where backlog actually comes from
A newly acquired subsidiary, a family business whose books have sat untouched for a year, or a startup racing to clear its records before a Zakat certificate or a tender deadline: each of these piles up work that pulls against time your own team needs for current clients. A fixed-scope project takes that pile off your desk entirely.
Agreeing the scope before touching a ledger
Before anything starts, we walk the backlog with you: how many months, which accounts, and which platform holds the records, whether that is Zoho Books, QuickBooks Online, Odoo or a folder of paper invoices. That conversation sets a fixed price up front, so an unexpectedly messy set of books does not turn into a project with no end date.
Clearing the backlog in sequence
We work oldest period first, because each month's closing figures become the next month's opening figures and errors compound if skipped. As we go, we surface what the backlog was hiding: bank feeds pulled in twice, personal spending sitting in a business account, transfers coded as sales. Nothing gets corrected silently; every change lands in a log naming the period, the figure and the reason.
Getting to a clean Zakat and IFRS position
A Zakat certificate, often needed for a government tender or a bank facility, is only issued once a business has no outstanding Zakat or tax balance, so a cleanup often has that certificate as the practical finish line. The handoff also brings the books to an IFRS-format position ready for a SOCPA-licensed auditor and the Ministry of Commerce's Qawaem filing, rather than leaving that work for later.
What usually follows
Once the backlog clears, clients often roll straight into ongoing white-label bookkeeping or into a dedicated staff pod, so the same gap does not reopen a year later.
Questions
Frequently asked questions: Overflow cleanup projects
How is pricing set for a Saudi Arabia backlog project?
We walk the backlog together first, agreeing months and accounts involved, and a fixed price follows before we start.
Can cleanup work help us get a Zakat certificate?
Yes. A Zakat certificate needs no outstanding Zakat or tax balance, so clearing the backlog is often the practical step toward one.
Will you tell us if a past return needs amending?
We surface what the cleanup finds in the correction log; the decision to amend a filed return rests with your own reviewer or tax agent partner.
How is an overflow project different from ongoing pod capacity?
An overflow project is scoped to a specific backlog with a defined end point and a fixed price, while a pod is standing capacity billed on an ongoing basis. Businesses sometimes start with an overflow project and move to a pod once the volume proves steady.
How is a cleanup project scoped?
We review the backlog with you, agree the number of months and accounts involved, and quote a fixed scope before starting.
Can this run alongside your dedicated pod work?
Yes. Firms often route one-off overflow through project work while a dedicated pod handles ongoing files.
How do we get started with overflow cleanup projects?
Getting started with overflow cleanup projects begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.
What if our records for overflow cleanup projects are not up to date?
If your records are behind, we scope a catch-up first so overflow cleanup projects starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Related services
- For accounting firmsWhite-label bookkeepingMonthly bookkeeping produced under your firm's own name and templates, so your clients see your brand while our team handles sorting transactions into categories, reconciling and reporting behind it.
- For accounting firmsBusy season tax prep supportPreparation-support capacity for firms during filing season: source documents put in order, workpapers built and draft returns assembled for your credentialed preparers to review and sign.
Industries
- Ecommerce (Amazon and Shopify)Bookkeeping for online sellers on Amazon, Shopify, Etsy and their own storefronts, built around clean payout and sales tax data.
- Restaurants and multi-entity franchise groupsBookkeeping for restaurant groups and franchise operators running several locations or legal entities at once.
- Construction and job costingBookkeeping for contractors and builders who need cost and profitability tracked by job, not just by month.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.