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When bookkeeping has fallen behind, the first goal is a controlled path to a reliable cutoff. FinOpSys organizes overdue transactions, reconciliations, documents, and open questions so incomplete periods can be worked through in a clear sequence.
Dedicated Accounting Manager • Certified & credentialed specialists • One secure workspace
WHEN BOOKKEEPING FALLS BEHIND
Unreconciled accounts.
Inconsistent categorization.
Missing supporting documents.
Unanswered close questions.
Late monthly reporting.
THE FINOPSYS APPROACH
Reconciled monthly records.
Consistent categorization.
Organized supporting documents.
Coordinated monthly close.
WHAT’S INCLUDED
01 Backlog assessment
Identify affected periods, relevant accounts, available records, transaction volume, and material gaps.
02 Overdue-period organization
Sequence overdue transactions, statements, documents, and client follow-ups by period.
03 Reconciliation follow-up
Work through bank and credit-card differences using the records available for each period.
04 Open-question tracking
Maintain a visible register of missing information, unresolved exceptions, and ownership.
05 Cutoff and handoff
Confirm progress through the agreed cutoff and transition to cleanup, close, or ongoing bookkeeping.
CATCH-UP BOOKKEEPING PROCESS
Assess, organize, work forward, and hand off.
01
Capture & organize
Transactions, receipts, bills, invoices, payroll inputs, and documents.
02
Reconcile & coordinate
Categorize activity, reconcile accounts, coordinate payroll, AP/AR, and follow-ups.
03
Review & report
Monthly close, P&L, balance sheet, cash-flow visibility, and tax-ready records.
04
Decide & move forward
Clear next steps, deadlines, and guidance from the Accounting Manager and included specialists.
Tell FinOpSys which periods are behind, what records are available, and what deadline or reporting need is driving the catch-up work.