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DAXTALLY / SERVICE

Get the backlog off your desk

Triage overdue bookkeeping and reconstruct missing links without burying the current month.

Triage overdue bookkeeping and reconstruct missing links without burying the current month.

The work in scope

  • Backlog and source inventory
  • Duplicate and transfer review
  • Account reconciliation
  • A staged transition to the ongoing desk

Useful records for the first review

  • Your job list and current office responsibilities
  • Vendor records and approved project references
  • Bank statements and the last monthly close

Start with your situation

Tell us about your construction office and the recurring work that needs an owner. We will identify the records available, the questions that need answering, and a practical sequence for the work.

How this work is scoped

The desk needs a workable brief. Duties, service hours, document deadlines, project-manager contacts, and approval authority are agreed in writing. The monthly handoff shows completed work and decisions still waiting on your team.

Keep responsibilities clear

This is bookkeeping support and management-use reporting. Tax treatment, return preparation, legal interpretation, audit, and attest services are outside this offering.

Discuss get the backlog off your desk with DaxTally →

Make bookkeeping a role. Give it a routine.

Scope your bookkeeping desk