Bookkeepers Near AustinA cleanup that does not trap you
One pass through the open months can be the whole engagement. Monthly help is a later choice.
Scope one pass
One job, then a decision
A lot of owners want the past repaired and the future left in their own hands. That is a complete engagement. The read scopes the open months, the work closes those months, and the file comes back tied to statements with a note on what we changed. You can take the rhythm in house the next morning. Nothing in the agreement is written to make leaving expensive.
The other choice is a monthly close after the cleanup, on a date, with the same person. You do not have to pick that on day one. The plan shows both shapes and the price of each, and you can hire the first without the second. If we think a cleanup is the wrong tool, because the file is already fine or because the records are not there to support one, we say so and we stop.
What the pass touches
The pass touches the periods the plan named. Bank and card accounts get tied. Deposits that are really transfers, owner money, or vendor refunds get taken out of income. Rules that have been posting the wrong story get turned off until a person confirms the payee. The asset list gets a look so April's rendition is not a guess. We do not rearrange the chart of accounts for sport, and we do not move a line you have not seen.
Treaty Oak stands in the park on Baylor, between 5th and 6th, an old live oak that outlasted the blocks around it. A tree with that kind of patience is a local fact, not a visit we claim. A cleanup is the same temperament. One careful pass, then you decide whether a monthly rhythm starts. We have no story about visiting the tree. The work is still the file.