Bookkeeping cleanup

Disorganized books require context before correction.

Cleanup begins with historical record condition, available information, and an honest definition of what can be addressed.

03

HD Marks / New York

01

Historical condition

Review how far records extend and where work became inconsistent.

02

Unreconciled activity

Identify available account periods that have not been compared.

03

Categorization issues

Review entries that may be incomplete, duplicated, or inconsistently organized.

04

Missing context

Mark items where available information is not enough to determine treatment.

05

Account structure

Consider whether the current structure supports maintainable records.

06

Cleanup scope

Define the periods and work that can reasonably be addressed.

No promise can be made that every discrepancy will be resolved.

Discuss cleanup

Next entry / 01

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