Inherited a client whose last reconciliation was 2024. Looking for a sane workflow before tax season.
They have about 4,000 unmatched transactions. Considering starting from bank statements and working backwards.
Inherited a client whose last reconciliation was 2024. Looking for a sane workflow before tax season.
They have about 4,000 unmatched transactions. Considering starting from bank statements and working backwards.
Sign in to join the discussion.
Need expert help? Browse verified accountants or ask the AI.