Sample service · CMS template
Catch-up books
Months or years behind? We rebuild them in order.
Code
CU
· fees are samples. Your quote is fixed before we start.
01 · Included
What’s included.
Rebuild from bank statements
Reconcile every account
Fix opening balances
Clean reports ready for tax
A plan to stay current
02 · Your part
What we need from you.
Bank and card statements for the period
Software access, if any
Loan statements
Prior returns
Payroll reports
A list of known gaps
03 · Rhythm
How it runs.
Free review
Scope
A fixed quote after we look at the gap.
Oldest month first
Rebuild
Month by month until today.
Hand-over
Report
Clean reports, then monthly service if you want it.
04 · Questions