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A 5 Year Bookkeeping Lag Cleared In 3 Months!

by Mar 16, 2020Case Studies

Case Description:

A client came to us with a unique case. She had not filed her taxes for 5 years. As she was battling cancer, the time passed without her reconciling her finances, missing vendor payments and generating invoices.

Problem Assessment and Solution:

She began with us on a trial and as we understood her case, our starting concern was to clean her books, that were not updated for the last 5 years.

We were able to clear out a 5 year lag in bookkeeping in just 3 months!

During the process, we realized that her books had a lot of errors. For which our CFO’s who was dedicated to her case, sought solutions.

She was either missing transactions, or they had been linked to the wrong account.

We got her books updated and running.

When we began with her, she had her share of doubts. Primarily because all whom she had visited before us, told her that her case was very difficult to solve and retrieve.

It was us, who ever since the beginning were sure that with the right approach and a streamlined strategy, her 5-year lag could be speeded up and brought to pace.

Once she saw her books clear, she realized that she could see herself grow and expand back again.

She later extended her entire bookkeeping render to us and we took over all the tasks that could add to her financial health. Be it- Accounts Payable, Accounts Receivable, Reconciliation Services, Payroll as well as Tax Preparation and Filing.

She now relies on us totally!

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