When bookkeeping falls behind, knowing where to start can be the hardest part. Missing entries, unreconciled accounts, or unexplained balances can make the work feel bigger each month.
Nikol Shapiro, CPA helps business owners in Plymouth, Minnesota and the surrounding area assess the records and plan a manageable path forward. You do not need to have everything sorted before reaching out. Start with what you have and the periods that need attention.
Catch-up work addresses periods that have not been recorded, while cleanup focuses on issues in existing books. Nikol will review your situation and discuss the scope before work begins.
Tell Nikol how far behind the records are and what problems you have noticed. Share any upcoming filing or reporting needs.
Gather the statements and supporting information for the agreed periods. Nikol will review the activity and follow up on missing or unclear details.
Discuss the updated records and any items still requiring information. Set out a practical approach for keeping future bookkeeping current.
Start with the records you have. Nikol can help identify any additional information needed for your business.
Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial records.
Once earlier records have been addressed, ask about a regular bookkeeping routine to help prevent another backlog.
Ongoing Bookkeeping Support
Tell Nikol which periods need attention and what records you have available.
Contact Nikol
