Catch-up & Clean-up Bookkeeping

Overdue records can make it difficult to understand cash flow, prepare a tax return or see what your business owes. Bejeweled Accounting & Tax Ltd helps small businesses and nonprofits in Halifax, Edmonton, Nova Scotia and Alberta bring their bookkeeping up to date through virtual support. Start with the records you have; we will identify the work and missing information together.

Catch up on missing months

Catch-up bookkeeping covers periods that have not been completed. We review the dates involved, collect bank and credit-card statements, and organise sales and expense records. The agreed scope may include transaction categorisation, bank reconciliations and financial reports. We flag unclear transactions for your explanation rather than assume what they represent.

Clean up existing records

Cleanup addresses books that exist but need attention. This may involve reviewing unreconciled accounts, duplicate entries, opening balances or transactions posted to the wrong accounts. We discuss the issues found and the supporting documents needed before making changes. A software balance alone is not a substitute for a reconciled account.

A clear process from the start

First, book a consultation and tell us about your software, accounts, overdue periods and upcoming deadlines. We review the available information and provide a quote with the scope and responsibilities. Next, we agree how to share records and answer questions. Once the work is complete, we explain the reports and discuss an ongoing routine that suits your business.

Gather statements, sales reports, receipts, loan details and previous financial reports where available. Tell us about payment processors, payroll and any personal transactions mixed with business spending. Missing documents and the condition of the records can affect timing. We confirm a practical schedule after reviewing the work; a consultation does not promise a completion date.

Common questions

Can you help with several overdue years?
We can review the periods and records to determine a suitable scope. We confirm priorities and timing after that review.

Do I need every receipt before contacting you?
No. Start by explaining what is available so we can identify gaps. Supporting records may still be needed to complete the work.

Does cleanup include tax filing?
Tax returns and GST/HST filings are separately agreed where required. We explain the responsibilities in your quote.

Can we work together virtually?
Yes. We agree on document sharing and communication, whether you are in Halifax, Edmonton or elsewhere in Canada.

Explore our bookkeeping services, corporate tax support and Pricing. Book a Consultation to discuss your next step.