How do I catch up on six months of bookkeeping?

Question

Expert Bookkeeping Services · Accepted Answer

Collect bank and card statements, sales invoices, bills and receipts for the period, then reconcile month by month starting with the oldest. A specialist catch-up service can typically complete six months in one to three weeks. Confirm opening balances first Reconcile oldest month first Review the balance sheet before closing each month Start with complete records Collect statements for every bank, card, loan and payment platform, plus sales invoices, supplier bills, payroll reports and prior closing balances. Check whether tax returns were already filed for the affected periods. Missing documents, inventory and unresolved opening balances can extend the project beyond the indicative timeline in the short answer. Work in a controlled sequence Reconcile the earliest month first, resolve transfers and duplicates, then review unpaid invoices, bills and tax balances. Keep a query list instead of guessing unclear items. Ask the provider for a backlog plan, dependencies and milestone reports. Any corrections affecting filed taxes should be reviewed by the relevant tax adviser.

How do I catch up on six months of bookkeeping?

Short answer

Detailed answer

Start with complete records

Work in a controlled sequence

Official sources

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