Months of unreconciled bank and card statements, a tax deadline coming, or a lender asking for financials you do not have. Our team rebuilds the missing months in Baratelli Bankable, reconciles every account, and a US CPA reviews the result before it reaches you.
▶ Watch the 72-second video: from chaos to confidence →
Your preparer needs a full year of clean books, and the shoebox will not do. We give them books they can file from.
A loan, a line of credit or a renewal is waiting on statements you cannot produce. We rebuild them the way a lender reads them.
Nobody pays full value for a business whose numbers cannot be traced. Clean books are the first thing a buyer asks for.
Every new tool, AI included, is only as good as the books underneath it. Nothing can read books that were never kept. Clean, current books come first.
Running the business came first. That is normal. We take the backlog off your desk in one fixed-price project.
Each bank, card and loan account reconciled month by month to the statements, so the balances are real.
Income and expenses sorted into accounts set up the way a lender and a tax preparer read them.
Income statement, balance sheet and cash flows for every month we rebuild, ready for your CPA, your banker or a buyer.
Anything the records cannot support is listed plainly, so nothing is guessed and nothing is hidden.
What clean books are, what messy books cost you at tax time, with a lender and in a sale, and how a catch-up project works from start to finish. Written by Philip A. Baratelli, CPA, and sourced to the IRS, the SBA and the Federal Reserve.
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Baratelli CPA & Accounting, PLLC
751 East Dorchester Drive
Saint Johns, Florida 32259
