Bookkeeping catch up and cleanup

Bookkeeping cleanup and catch up in Calgary

Behind on the books? Cleanup from $500, historical reconstruction from $750, then monthly bookkeeping from $500/mo. Calgary CPA firm.

Prepared by HBT Accounting, a CPA led firm in CalgaryUpdated 5.0 on Google, 59 reviews

One

Books brought current, then kept current

Most bookkeeping problems are not complicated, they are just deferred. Unreconciled bank accounts, uncategorised transactions and a year end approaching are the usual combination, and the cost of leaving it is that every downstream filing becomes an estimate.

HBT takes the file as it is, reconciles it back to source documents, and hands back records that a tax return and a lender can both rely on. Where the file needs rebuilding from scratch we say so up front rather than discovering it halfway through.

Two

What a cleanup covers

Assess the starting point

Review the file, the periods affected, and what reconciles today before quoting the work.

Reconcile to source

Rebuild the accounts against statements and documents rather than plugging differences.

Hand back a usable file

Deliver records that support the tax filing and can be maintained going forward.

Three

How the work begins

  1. Step 1: Show us the file

    Access to the accounting file and bank statements is enough for us to scope it.

  2. Step 2: Fixed scope where possible

    Once we can see the condition of the records we price the cleanup before starting.

  3. Step 3: Move to a monthly rhythm

    After the catch up, a monthly close keeps it from recurring.

Four

What does bookkeeping cleanup cost?

Cleanup or catch up starts at $500 and historical reconstruction at $750. A QuickBooks setup or conversion starts at $500. Ongoing monthly bookkeeping starts at $500 per month, or $750 per month with year end included. Amounts are starting prices plus GST or HST where it applies.

Cleanup or catch up from $500+. Historical reconstruction from $750+. Final fees depend on scope, and we quote a fixed fee once the work is clear. See starting fees. The first conversation is free and takes about 10 to 15 minutes.