What a Books Cleanup Actually Involves, Start to Finish

What a books cleanup involves from start to finish: what you provide, what the accounting team does, and what you should understand when it is done.

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What does a cleanup involve?

What does a books cleanup actually involve, start to finish?

What do you provide?

First, the accounting team identifies what information and access they need from you. You provide the available records and answer questions that require context about the business.

What does the accounting team do?

The accounting team then reviews the books, identifies the areas that need attention, and works through the cleanup in stages.

Can scope and timing be promised up front?

The exact process depends on what is found in the file, so the scope and timing cannot be promised before the books are reviewed. When the cleanup is complete, you should understand what was addressed and what the books now show.

What should you expect when it ends?

The purpose is to make the process clear and manageable so you know what you need to provide, what the accounting team is doing, and what to expect when the cleanup is finished. Need help getting your books cleaned up? Ta-Da accounting can help you get back on track.

Need help getting your books cleaned up? Call (310) 800-4494 or send us a note.

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