1
Initial review
We look at the situation at a high level: how far behind the bookkeeping records are, what software is being used, and whether the end goal is CPA handoff, monthly bookkeeping, or both.
How It Works
A clear step-by-step process for getting bookkeeping records caught up and CPA-ready
The process is designed to feel straightforward and manageable. I review what is behind, gather records, work through cleanup and reconciliations, prepare the bookkeeping records for handover, and continue monthly if that support is needed.
2
You send the records
You send the statements, bookkeeping access, and backup documents needed to complete the work. We keep requests practical and as focused as possible.
3
Cleanup and reconciliations
Transactions are processed, categories are reviewed, and key accounts are reconciled so the bookkeeping records move into a clearer, more reliable state.
4
CPA-ready handover
The bookkeeping file and supporting information are organized to support a smoother handover to the client's CPA or accountant.
5
Handover or continue monthly
Once catch-up work is done, we either hand over the organized bookkeeping records or continue with monthly bookkeeping to keep them current.
What makes the process easier
Simple communication, steady pacing, and clear expectations
- Practical document requests rather than open-ended digging
- Clear explanation of the work being handled
- Defined scope around bookkeeping, not tax filing
- Option to continue with monthly bookkeeping after cleanup
Important boundary
Do My Books USA does not prepare tax returns, provide statutory filing support, or act as the client's CPA. The role is to get the bookkeeping records clean, current, and easier to hand over.
Start the process
Ready to map out the backlog and next steps?
Tell us how far behind the bookkeeping records are and what outcome you need: handover to a CPA, monthly support, or both.