Services / GATES LLC

Bring your books up to date.
Prepare for what comes next.

Get your books back on track. We help organize historical transactions, reconcile accounts, and correct errors so you can move forward with a clearer picture.

Professionals discussing financial reports around a table

What the service can include

  • Historical transaction review
  • Catch-up for overdue months or years
  • Bank and credit card reconciliations
  • Correction of misclassified transactions
  • Resolution of incomplete records
  • Financial statements for the periods reviewed

Our process

A clear path from records to results.

01

Review the gaps

We review the periods involved, available statements, and known issues.

02

Organize and reconcile

We reconcile accounts, resolve questions, and correct identified errors.

03

Finish with clear records

We provide updated reports and discuss the transition to ongoing bookkeeping.

Agree on the scope before we begin.

We confirm the work, required records, pricing, and delivery schedule with you. If your needs change, we discuss the next steps together.

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Bring clarity to your next business decision.

Tell us what your business needs. We’ll help you find the right next step.

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