What's included
- Backlogged months entered from bank and card statements
- Every bank, card and loan account reconciled to statements
- Uncategorized, duplicate and misclassified transactions fixed
- Opening balances verified and equity cleaned up
- Payroll and sales tax liabilities tied out
- A clean trial balance and summary handed to your CPA
Why firms choose JV Intelli Advisors
Flat, upfront quote
We review the file first, then quote a fixed price and timeline, so there are no surprises.
Built for tax deadlines
We plan the work backwards from your filing deadline and report progress weekly.
Clean going forward
When the cleanup is done, you can move to a monthly plan so the books never fall behind again.
Common questions
How far back can you catch up?
As far as you have records for. Most projects cover one to three years of backlog.
What do you need from us?
Bank, card and loan statements, access to your accounting software, and a short list of known issues.
How long does it take?
It depends on volume, but most single-entity projects take two to six weeks after we receive the statements.