Our Services
Clean-up and Catch-up Bookkeeping
Missing months or quarters of bookkeeping? Have a bookkeeper that didn’t do so great? Wherever your bookkeeping is, one of the solutions below will get you back on track.
After-the-Fact / Catch-up
Bookkeeping
This catch-up could occur weekly, monthly, quarterly, or even annually, depending on your circumstances. However, we always suggest not waiting until tax time each year to get your books in order.
- Making sure all past transactions have been recorded.
- Reconciling all of your accounts.
- Preparing accurate financial reports to reflect your business’s financial position.
Not all businesses are the same or require the same amount of management when it comes to bookkeeping and accounting. Perhaps you don’t have many transactions a year, or have a quarterly based product for whatever the reason after-the-fact is a good alternative to a full charge bookkeeper.
Sometimes, you only need help preparing a sound set of records on an interval basis. A set of records that’s compliant, easy to understand and useful.
Clean-Up
Bookkeeping
We provide bookkeeping catch-up to help organize and clean-up your bookkeeping records. This can be a lot of work for you to do on your own, given that priorities that demand your attention as a business owner are so vast. However, this overwhelming task can become a simple handoff by working with Oak Ledger.
- Accounts receivable and accounts payable accounts.
- Payroll records.
- Making sure all past transactions have been recorded and rectifying incorrect entries.
- Reorganize chart of accounts to ensure better financial management through effective reporting.
- Reconciling all of your accounts.
- Preparing accurate financial reports to reflect your business’s financial position.
A clean-up is required if your books have been done but there’s a big error on them, or your books have just been neglected. If you have been trying to manage your own Business Bookkeeping but you are unsure if everything has been captured and coded correctly or, your bookkeeping has fallen behind you may be in need of a clean-up.