When clients arrive with months or years of incomplete books, RetroBooks reconstructs the financials so your team can focus on resolving the case.
Tax resolution cases rarely arrive with clean financials. Clients come to your firm because they're already behind—and their books reflect it. Months or years of incomplete records, missing documentation, and unreliable data.
Before your team can negotiate with the IRS, prepare filings, or build a resolution strategy, someone has to reconstruct those books. That work often falls to internal staff who should be focused on higher-value case work.
RetroBooks exists to solve that bottleneck. We handle the historical bookkeeping reconstruction so your team can stay focused on what they do best—resolving cases and serving clients.
Our team understands the specific requirements of historical book reconstruction for tax resolution workflows. We know what your firm needs to move a case forward.
Present the bookkeeping work under your own brand. Your clients see a seamless experience while RetroBooks handles the reconstruction behind the scenes.
Dedicated resources focused entirely on catch-up bookkeeping means your cases aren't waiting on overloaded internal staff to find time for reconstruction work.
Our team includes Big-4 trained accountants with deep experience handling complex, multi-year historical bookkeeping engagements.
No long-term contracts required. Engage RetroBooks on a per-case basis as your firm's caseload demands. Scale up or down as needed.
Stop pulling your tax professionals and case managers into bookkeeping work. Let your team focus on negotiation, tax strategy, and case resolution.
A straightforward process designed to fit into your existing case workflow.
Provide the bookkeeping backlog, available records, and any relevant case context. We'll review the scope and assess complexity.
RetroBooks provides a clear quote based on the number of months, complexity, and records available. No surprises.
Receive a comprehensive Excel workbook with reconstructed financial statements, ledgers, and supporting schedules ready for your team.
Get in touch to discuss your firm's needs. We'll scope the engagement and provide a clear quote.