Free cleanup help check
Bookkeeping cleanup help. Which year filed.
Four taps. The filed year stays as filed.
Three folders open. The filed year stays shut.
The cleanup help check is ready. Where should we reach you?
How the cleanup help starts
- Name the year that already leftBank totals, payroll reports, and the asset list the return used. The year stays as filed.
- Point at the operating accountThe one that pays the rent. The others have jobs, and those jobs are not this one.
- Start at the earliest holeA month is closed when the match is done and the period is protected.
A rewrite is a second story
We will not change last year's entries so this year looks clean. If an amended return is truly needed, that is a separate decision with its own letter, not a cleanup shortcut.
Numbers that can still change begin the month after the filed year ends. The check does not run payday and does not sign an audit report.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the cleanup help check free?
Yes. The call costs nothing. You hear whether the next month can stay with you or should be handed over.
Can I fix a category in the filed year?
Changing the file does not change the return that was already sent. We write the list the return used. The year itself stays as filed.
What if the last matched month is recent?
A handful of receipts can stay with you. We show the order. If the month will not actually get closed, handing it over is the honest move.
Who starts at the earliest hole?
Steven Palmieri's practice. Steven Palmieri is a Tax CFO, and the practice does not sign assurance reports.