Robert Loe CPA

Reconstructions for New Clients

So, you are in need of an accountant to help you complete your reconstruction?

Well you came to the right place.

On occasion, a client finds there is a need for reconstruction of the financial past. The result of neglect or lack of knowledge, these situations are often complex and require a great deal of reconciling and balancing of accounts before accurate records can be achieved. Recommended only as a last resort, if and when a reconstruction is needed, we will make a frank assessment of the situation and identify a positive course of action.

Who Needs It: Anyone who finds themselves in the unfortunate situation of having extremely damaged financial records.

How to Prepare: The best way to prepare for this situation is to gather any and all financial documents that you have access to. This may involve simply pulling out your documents from a filing cabinet, or it could mean retrieving statements and transaction records directly from the financial institution. In addition, any receipts or records you may still have should be gathered together as well.

First Steps: The first and foremost step is to contact us. Financial reconstructions take a great deal of work so we want to make sure we understand the situation well enough to determine whether a complete reconstruction is the most prudent course of action. It could be that you are in need of something else that is significantly smaller is scope. By contacting us, we can discuss your accounting needs and properly plan out the service that you need.

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