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Momentum Consult

Bookkeeping recovery, step by step

If your books were kept with errors or not at all, we rebuild them from documents and bank statements, correct the returns and bring the company back into good standing with the SFS.

What you get

  • Initial review and a list of issues
  • Rebuilding documents and balances
  • Corrective returns filed with the SFS
  • A clear plan for the months ahead

When you need bookkeeping recovery

Bookkeeping recovery is needed more often than people think: the accountant left without a proper handover, the founder kept the books alone in the first year, or the balances in the accounting software no longer match the bank. Often the problem only surfaces when a bank asks for financial statements, an investor shows up or the State Tax Service (SFS) sends a notice.

Whatever the cause, neglected books cannot be fixed with a single return. The whole chain has to be rebuilt: documents, entries, balances and reports. That is what catch-up bookkeeping means in practice.

Signs your books need attention

SignWhat it usually means
The bank balance in the software differs from the statementUnrecorded or duplicated transactions
Supplier balances do not go down even though you payPayments not matched to invoices
Invoices in e-Factura do not match your VAT returnsVAT returns that need correcting
Negative stock in the accounting softwareUndocumented receipts or incorrectly booked sales
Salaries paid but no payroll returns filedUndeclared liabilities and a risk of penalties

What we rebuild

Source documents

  • We collect existing invoices, contracts, delivery acceptance records and cash documents.
  • We download issued and received invoices from e-Factura.
  • We request balance confirmations from suppliers and clients where documents are missing.

Bank and cash

  • We reconcile every bank statement against supporting documents.
  • We identify payments with no supporting paperwork and agree with you how to treat them.

Payroll and contributions

  • We check payroll sheets, employment contracts and the returns already filed.
  • We compare calculated contributions with those declared and actually paid.

Balances and returns

  • We rebuild the trial balance for each period and bring balances back to their real values.
  • We prepare corrected VAT, income tax and payroll returns wherever errors occurred.

Who this service is for

  • Companies that changed accountants and inherited incomplete records.
  • Owners who kept the books themselves and are no longer sure of the numbers.
  • Businesses preparing for a loan, a sale of the company or an audit.
  • Companies that received a notice from the SFS and need to respond with clear documentation.

How the process works

  1. Diagnosis. We get access to your accounting software, bank statements and filed returns. At the end you have a list of issues and an estimate of the work involved.
  2. Priorities. We start with whatever has a deadline or a high risk: undeclared liabilities and periods that could be subject to an audit.
  3. Reconstruction. We work month by month, from the last reliable balance to the present.
  4. Corrections. We prepare the corrected returns and explain the impact of each one before it is filed.
  5. Handover. You receive confirmed balances, a list of documents still missing and simple rules for the months ahead.

Mistakes we help you avoid

  • Fixing only the latest month. If the opening balance is wrong, every following month inherits the error.
  • Filing corrected returns without the numbers. Each correction can change the amounts due and the interest, so we calculate them first.
  • Plugging balances to make them fit. A difference closed without an explanation will not hold up in a tax audit.
  • Slipping back into old habits. Without a clear document flow, the books fall apart again within a few months.

After the recovery, you can continue with our monthly accounting service, and for questions about amounts due, tax consulting can help.

Book a free consultation

Tell us which period worries you and which documents you have at hand. In a free consultation we will assess the situation, explain the steps and tell you honestly how complex the recovery is likely to be in your case.

Frequently asked questions

How long does bookkeeping recovery take?

It depends on how many months are affected, the volume of transactions and how quickly missing documents can be obtained. After the initial review you get a concrete schedule broken down into stages.

What if invoices or contracts are missing?

We start from bank statements and the invoices stored in e-Factura, then request copies and balance confirmations from suppliers and clients. Anything that cannot be rebuilt with documents is clearly flagged, together with its tax consequences.

Do corrected returns automatically lead to fines?

Not necessarily. Correcting on your own initiative before a tax audit generally lowers the risk of penalties, but late-payment interest may apply to taxes that were underpaid. We estimate these amounts before anything is filed.

Can you take over our ongoing bookkeeping after the recovery?

Yes. Once the balances are brought up to date and confirmed, we move to monthly bookkeeping with a clear document flow, so the same problems do not come back.

Let's see what your business needs

The first consultation is free. We review your documents and tax regime, then tell you exactly what it will cost.

Request a free consultation

We will only contact you about this request.

For example: how many documents you have a month, how many employees, what concerns you.