Cleanup & Catch-Up · Medical practices
A dependable foundation, before anything else.
Resolve historical reconciliation issues, incorrect balances and uncategorized transactions so your reporting has something solid to stand on.
01 · Start with what's behind
Books that have fallen behind
Months of uncategorized transactions, unreconciled accounts, or balances that don't match reality can't support the reporting or decisions a growing practice needs.
Cleanup and catch-up resolves historical issues and establishes a dependable starting point for ongoing accounting, controller oversight or CFO planning.
- Unreconciled accounts
- Bank and credit-card balances that don't match your books.
- Uncategorized transactions
- Months of activity sitting unclassified.
- Billing vs. bank mismatch
- What was billed doesn't line up with what was deposited.
02 · Understand the process
What cleanup includes
Cleanup scope is assessed after a review of your current records, then addressed systematically.
Bank & credit-card accounts
Every account reconciled across all historical periods still open.
Use it to examine: whether your balances reflect reality.
Consistent categorization
Miscategorized and uncategorized transactions corrected and standardized going forward.
Use it to examine: whether your P&L reflects what actually happened.
A dependable starting point
Financial statements brought current and accurate, ready to support ongoing reporting.
Use it to examine: where the practice actually stands today.
Scope depends on how far behind records are and how many accounts are involved.
03 · How far behind is too far?
Scoping the cleanup project
This illustrative comparison shows how scope changes with how far behind the books are. No client data is shown.
A few months behind
- Situation
- Recent months uncategorized, accounts otherwise reconciled.
- Typical scope
- Catch up recent activity, confirm reconciliations.
A year or more behind
- Situation
- Multiple accounts unreconciled, chart of accounts inconsistent.
- Typical scope
- Full historical reconciliation and chart-of-accounts rebuild.
What this establishes: cleanup scope is assessed after reviewing your actual records — it is not priced or scheduled from a general estimate.
04 · Prepare the starting point
Information that speeds up cleanup
The more complete your records, the faster reconciliation and correction can move. Gaps in records are common and can usually be worked around.
Cleanup is the foundation for the monthly accounting, controller oversight or CFO planning your practice needs going forward.
Bank & card statements
Statements covering the period that needs to be reconciled.
Prior financial records
Existing books, chart of accounts, or prior tax filings.
Billing & payer reports
Records needed to reconcile what was billed against what was collected.
Questions practice leaders ask
How far behind can you help?
Cleanup engagements range from a few recent months to several years of historical records. Scope is assessed after reviewing what's actually there.
Will this delay our monthly reporting?
No — cleanup and ongoing monthly accounting can run in parallel once current-period records are stable enough to close on schedule.
What happens after cleanup is done?
Cleanup typically transitions directly into ongoing healthcare accounting or controller support so the practice stays current.
Get current, then stay current
Discuss how far behind your books are and what a cleanup project would involve in a complimentary 30-minute consultation.
Discuss Cleanup & Catch-Up