Bookkeeping support for UK small businessesMTD for Income Tax guide
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Bookkeeping service

Catch-up bookkeeping

A defined project to bring overdue records to an agreed point, surface missing evidence and create a workable handover into regular bookkeeping.

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Deliverables

What the service can include

  • ✓Initial records and software review
  • ✓List of missing access, documents and decisions
  • ✓Reconciliation of agreed periods
  • ✓Issue log for unresolved or specialist questions
  • ✓Completion summary and next-step recommendation

Timing

When work happens

A diagnostic review is completed first. The catch-up period and milestones are then set around the volume and condition of the records.

Scope control

Catch-up work is quoted only after an initial review. Any unresolved items are documented rather than guessed.

Your responsibilities

What EBA needs from you

  • ✓Provide full access and records for the agreed period
  • ✓Respond to questions within the project timetable
  • ✓Disclose known gaps or previous corrections
  • ✓Arrange specialist advice where the scope requires it

Boundaries

What is not included by default

  • Guaranteeing a deadline before records are reviewed
  • Reconstructing unsupported figures
  • Tax investigations, insolvency or forensic accounting
  • CIS and construction records

Software: Existing accounting software, Secure document exchange

Questions about this service

Clear before you commit.

Can you quote before seeing the records?

A firm quote normally requires a short diagnostic review because transaction volume alone does not show missing evidence or reconciliation issues.

What happens after catch-up work?

You receive a completion summary and can agree an ongoing process, hand the records to another adviser, or close the project.

Next step

Bring the current position, not a perfect brief.

Larissa will review the fit, scope, responsibilities and next deadline with you.

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