Break the backlog into manageable periods
We identify the bank accounts, software files and reporting periods involved. From there, we prioritise the work and explain which information is missing. A realistic plan is more useful than promising every backlog can be solved in a day.
How we can help
- Outstanding period assessment
- Bank and card statement reconciliation
- Missing invoice and receipt review
- Opening balance investigation
- Customer and supplier balance review
- BAS preparation coordination
- Tax return preparation coordination
- Ongoing bookkeeping handover
A process that fits your business
Your existing records are the starting point, even if they are spread across emails, spreadsheets and accounting software. We separate duplicate entries from missing transactions and ask about unexplained amounts. Where evidence cannot be found, we explain the next step rather than inventing a description or a tax claim.
What to expect from our support
Once the backlog is addressed, we can establish a routine to keep records current. The quote separates catch-up work from regular bookkeeping and identifies any lodgements or specialist reviews needed. ATO correspondence should be shared early so deadlines can be considered.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Questions about catch-up bookkeeping
Do I need every receipt before contacting you?
No. Tell us what you have and what is missing. We can help identify the records needed and a practical way to gather them.
Can you fix several years of records?
We can assess multiple years and prepare a staged scope. The time required depends on transaction volumes, software and record quality.
Will penalties automatically be removed?
No. Any remission or arrangement depends on the ATO and the circumstances. We can help you understand the options within our agreed authority.
