Bookkeeping Cleanup for a Growing Consultancy

Overview

What the Client Needed

Two partners whose client work grew fast while receipts, invoices, and expenses piled up unsorted.

The Challenge

Fourteen months of bank statements, emailed receipts, and half-remembered expenses sat untouched. Invoices went out late, two retainers were never billed at all, and tax season loomed over a drawer of unsorted paper.

They needed archaeology first and routine second: a full historical cleanup, then a weekly cadence of logging, invoicing, and gentle payment reminders that kept the books current without partner effort.

Our Approach

The cleanup ran in phases — statements reconciled month by month, receipts matched and categorized, missing invoices identified and issued. Every adjustment went into a change log the partners could audit.

With history clean, a weekly routine took over: Friday expense logging, invoices on the first and fifteenth, and a polite three-step reminder sequence for overdue accounts, closing with a monthly partner summary.