You can't price a cleanup you haven't looked at.
A new client hands over eighteen months of books kept by somebody else. Before Ledger Solutions can quote, it has to know what it is taking on.
The part that decides the price isn't what's wrong — it's how much of it only the client can explain. Work can be scheduled. Questions wait on somebody else.
What we're taking on
Every finding, and who can close it
Stopping contact, without saying why
Sometimes a practice must stop contacting a client and must not explain the reason to anyone — including to us. This switch stops everything that would go out. It asks for no reason, stores none, and the review's own work carries on underneath.
What this switch does not do
What this review cannot tell you
Decide what you'll chase. Watch the job change.
A practice can go after every unreceipted payment or only the large ones, and can take the holding accounts on as billable work or push them back to the client. Neither choice is ours to make. Move them and the shape of the engagement moves with them.
Then, every month afterwards
Once the books are clean, the recurring job is supplier invoices. Most should never reach a person at all. The ones that don't agree are the work.
One run of a hundred invoices
Move the thresholds. Watch what it costs.
These are the client's settings, not ours to fix. Loosen them and the queue empties while real overcharges walk through; tighten them and it fills with pennies until somebody approves the lot unread. That trade is the whole craft, and it is easier to see than to explain.
Or put an invoice through it
Against Oakline Timber Supply's order PO-OAK-100, which has 200 units of oak board booked in at $42.50 each. Change the numbers and see what happens.
Or work the queue from the hundred
What the number is, and what it isn't
Plain text version of this page — the version a machine reads, carrying the same claim, the same numbers and the same date.