Accounting Cleanup & Recovery

Get Back to Financial Information You Can Rely On

Cleanup is not just about changing transactions until the reports look better. I identify why the records became unreliable, correct the underlying accounting issues, and help identify process or system problems that could recreate the same issues later. The goal is to help you understand where the books stand, what can be supported, what still needs attention, and how to move forward without repeating the same problem.

Services Include:

Accounting Corrections & Historical Cleanup — I identify and correct historical bookkeeping issues, incorrect balances, missing or duplicated activity, and other accounting inconsistencies affecting the financial records.

Classification & Account Structure Review — I review how income, expenses, assets, liabilities, and equity activity are classified so the financial statements more accurately reflect the business.

Bank & Credit Card Reconciliation — I reconcile financial records to statements, identify missing or duplicated activity, and investigate unresolved differences so account balances are properly supported.

Supported Financial Reporting — The goal of cleanup is not simply tidy books. It is financial statements whose balances can be traced back to reliable underlying records.

Tax Professional & Lender Readiness — When financial records need to be provided to a tax professional, lender, or other outside professional, I help make sure the underlying bookkeeping has been reviewed, reconciled, and organized enough for that next step.