3-Year Bookkeeping Catch-Up Needed

Job ID: 40273582

Budget: $30 – $250 USD

My accounting is three years behind—about 30 transactions a month—and I need everything brought current as soon as possible. All statements, receipts, and other source documents are organised and ready for upload. I work in Pastel, so solid experience with that platform is important, though I’m open to a cleanup in another system and a later conversion if that fits your process better.

What must be updated
• Income and expense entries for Jan 2021 – Dec 2025
• Monthly bank reconciliations for the same period

Deliverables I expect at hand-over
– Fully reconciled ledgers with zero outstanding items
– Balanced trial balance and basic management reports for each year
– A short summary of the steps you took and any flags I should watch going forward

Accuracy and a quick turnaround are key; two weeks or less after project start would be ideal. When you reply, please outline your Pastel experience, your timeline, and how you’ll tackle a backlog of roughly 1,080 transactions.