Assess
Review missing periods, records, account access, and potential complexity.
METRO SERVICE / CLEANUP & ACCOUNTING SYSTEMS
Get current without getting overwhelmed.
We work through overdue accounting periods with a controlled, period-by-period approach that creates a usable starting point.
THE SERVICE
What’s included.
Our work is designed around the details that matter, with scope and responsibilities defined before an engagement begins.
Clear information. Reliable processes. Practical financial support.
01
Assessment of overdue months and available records
↗02
Historical transaction classification and reconciliation
↗03
Identification of gaps and requested supporting documents
↗04
Period-specific progress tracking
↗05
Completion summary and handoff to recurring support
↗HOW WE WORK
A clear process from the first conversation.
Designed to make responsibility, communication, and the path forward easier to understand.
Prioritize
Agree on period sequencing and material outstanding items.
Rebuild
Process and reconcile transactions systematically.
Transition
Document what was completed and establish the ongoing cycle.
WHAT CHANGES
What better looks like.
The goal is not simply to complete tasks; it is to make your financial information more reliable and useful.
✓
A clear picture of previously unprocessed periods
✓
Less uncertainty before reporting or filing
✓
A foundation for sustainable monthly bookkeeping
BUSINESS SITUATION
How this can work in practice.
An owner has focused on expansion for two years while bookkeeping has fallen several months behind.
THE APPROACH
Metro sequences the backlog, reconciles each period, and identifies information gaps before moving forward.
THE BUSINESS VALUEThe business can return to recurring close processes with fewer unresolved historical issues.
Explore more business perspectives ↗COMMON QUESTIONS
A few things worth knowing.
How far back can you go?+
The practical scope depends on record availability, accounting systems, and the condition of the books.
Is this the same as an audit?+
No. Catch-up bookkeeping organizes historical records; it does not provide an audit or assurance opinion.
RELATED SERVICES
Explore connected support.
Financial processes work better together. These services often complement the scope above.
LET’S TALK ABOUT YOUR BUSINESS
Start a conversation Bring clarity to catch-up bookkeeping.
A focused conversation is the best place to start. Tell us where things stand and what you want to improve.