Lane 2 — Fixing a Mess
Let's figure out where to start.
Answer a few questions and Margot will build you a ranked cleanup plan in seconds.
Your setup
What you're dealing with
My bank reconciliation hasn't balanced in months
I have transactions I don't know how to categorize
My GST/HST collected doesn't match what I filed
I have duplicate transactions or entries
My opening balances are wrong or missing
Owner draws or personal expenses are mixed in
My accounts payable or receivable look wrong
I haven't done bookkeeping in several months
My P&L doesn't look right but I don't know why
I need to catch up before my accountant meeting
I received a letter from the CRA
I switched software and the migration was messy
Anything else? (optional)
Margot is reviewing your situation...
Your cleanup plan
Here's where to start, in order.