When bookkeeping falls behind, it can be difficult to know which numbers to trust or where to begin. Missing transactions, unreconciled accounts, and incomplete records can make everyday decisions and preparation for tax season more difficult.
Integrity Accounting & Tax LLC provides cleanup and catch-up accounting to bring prior periods current and establish accurate records before ongoing monthly services begin. We serve businesses throughout the Yakima Valley and Central Washington, with remote support available across the U.S.
Start by understanding the condition of your books, the periods that need attention, and the records available. We identify reconciliation gaps, incomplete information, and outstanding questions so the scope of cleanup work is clear before moving forward.
Compare your books with bank and credit card statements to investigate differences and establish dependable account balances. We work through unresolved reconciliation issues and identify missing information that needs your attention.
Bring overdue months or prior accounting periods up to date using the supporting records available. Catch-up work helps create a more complete picture of business activity and provides a starting point for keeping future periods current.
Address missing, duplicate, or incorrectly categorized transactions and clarify entries that need more information. For businesses using QuickBooks Online, we can help improve the consistency and accuracy of the records behind your reports.
Prepare updated financial reports based on the reconciled and corrected records. More complete profit and loss and balance sheet information can help you understand past activity, discuss outstanding questions, and organize information for business tax preparation.
Once prior periods are current, discuss an ongoing accounting routine that fits your business. Monthly reconciliations, review, and financial reporting can help keep records organized and reduce the chance of another backlog.
You do not need to have every accounting question resolved before reaching out. Start with a conversation about your business, how far behind your records are, and the information you have available.
Schedule a call to discuss the cleanup work needed and the appropriate next steps. The scope and timing will depend on the condition of your books and the records available.