Clean-Up Those Messy Books!

Extremely poor accounting records are a major problem for many businesses. Inaccurate and delinquent financial statements and other information can create havoc withi n a business. Making good business decisions is difficult when you have little confidence in the financial data you receive. Left uncorrected, the effects of messy books will take an increasingly negative toll on any company.

You should act now if your company is suffering from this situation

Here are several suggestions:

  1. Hire an experienced accountant to fix the problem, (not someone who is simply a quickbooks jockey, but a person with a solid accounting background.
  2. Retain outside professional assistance (hiring your CPA to do this is quite costly)  on an interim or part-time basis to get the problem under control.
  3. Focus first on generating an accurate balance sheet for the most recent month-end. This requires someone with a strong understanding of balance sheet transactions.  It’s important to focus on cleaning-up prior months.
  4. For each subsequent month, demand timely and accurate balance sheets and income statements.
  5. At least you’ll now have the financial data needed for current decision-making.

Think Of Us As Your Own Accounting Department

100% GuaranteeWe are a powerful one-stop shop, providing you with the essential accounting services you need to manage, grow and run your business smarter.

Contact Accounting A La Carte

(805) 636-1250 

What is the best way to organize my business financial records?


We have found that the most successful small business owners keep good records and maintain a good record filing and retention policy. It is important to keep all monthly bank statements, monthly cancelled checks, credit card receipts, credit card statements, cash receipts, and any important business documents in an organized filing system. We recommend that you keep these documents sorted by month. This makes it easier to send us your documents and also ensures that your back-up documents are readily accessible should the need arise. One easy and effective record retention method is to purchase a scanner and save all your financial documents electronically. By doing so, you can save space and prevent document loss.

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