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Guide

How catch-up bookkeeping is scoped

Months behind are a starting point, not the whole scope.

What to check

List each outstanding period and account. Estimate transactions, then identify what supporting records exist. A small backlog with missing evidence may take more investigation than a larger tidy one.

Your next step

Separate routine processing from corrections to filed returns or previous accounts. Agree the deliverable, information dependencies and exception handling before accepting the quote.

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