Cleanup and catch-up bookkeeping
Behind on your bookkeeping?
We know how to get it back on track.
Harbor Point reviews the records, identifies what is missing, reconciles the accounts, and brings prior periods current with a clear, practical cleanup plan.
Get caught upClean up.Catch up.Move forward.
A practical cleanup plan
A clear process for getting the books current.
We start with the information you have, determine which periods and accounts need attention, and build the cleanup in the right order.
Harbor Point identifies missing information, organizes transactions, corrects prior-period records where appropriate, reconciles the accounts, and prepares clean information for ongoing bookkeeping or your accountant.
You do not need to organize everything before contacting us. Sorting out what is missing is part of the work.
Cleanup may include
- Reconciling bank and credit-card accounts
- Reviewing and correcting transaction categories
- Completing missing prior periods
- Organizing vendor and expense records
- Preparing accountant-ready reports
- Establishing a reliable monthly process
A clear next step
Ready to get caught up?
Tell us how far the books have fallen behind. We’ll review the situation and explain the practical next step.