CAS 360

Services / Cleanup & Catch-up

CLEANUP & CATCH-UP

Bring the past up to date.

Reconstruct overdue periods and address inconsistencies before building an ongoing bookkeeping process.

A PRACTICAL SCOPE

Bring structure to the work.

  • Define the period and assess available records
  • Review opening balances and prior reconciliations
  • Identify duplicates, uncategorized items, and gaps
  • Reconcile agreed accounts in sequence
  • Prepare an issues log and handover summary

The details are agreed with you.

We review your records, systems, and priorities before confirming the scope. You retain control of business approvals, payments, and final decisions.

How we get started

01

Understand

Review the current position and your priorities.

02

Agree

Define records, responsibilities, deliverables, and fees.

03

Begin

Set up access and start the agreed workflow.

YOUR NEXT CHAPTER

Let’s bring your finances into focus.

Tell us what your business needs. We’ll help define a practical next step.

Start a conversation