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How we clean up a year of messy books

5 min readPublished Mar 20, 2026
Team members working together at a table

Behind on bookkeeping? The order we work in to bring a year of books current in weeks, not months.

Bank first, everything else second

We start by getting every bank and card account complete and reconciled. Everything else depends on it.

Then categories and balances

Once the cash is right we fix categories, clear suspense accounts and confirm loan and payroll balances.

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