Behind on Bookkeeping? Where to Start

Start with an honest timeline

List the last period you believe is complete, the months or years that need attention and any letters or filing requests you have received. A clear timeline helps establish priorities without assuming that older records are correct.

Gather what is available

• Bank, credit-card and payment-platform statements for the missing periods.
• Sales invoices, purchase receipts and payroll records where relevant.
• Your existing accounting file or spreadsheets, plus prior returns and correspondence.

Keep originals and note gaps

Keep supporting records and a copy of your existing bookkeeping file. Put missing documents and uncertain transactions on a separate list. An unexplained difference should stay visible until it can be investigated.

Separate cleanup from filing

Organizing records, correcting errors and preparing overdue filings are connected tasks, but the work may differ for each period. Tell us if GST/HST, payroll or corporate tax returns are outstanding so the scope reflects what is needed.

First conversation with KJM

You do not have to fix everything before asking for help. Tell us the approximate period involved and the records you can access. We will discuss a starting point, the missing information and the proposed work. Request a consultation.