Behind on your books?
Catch-up & cleanup bookkeeping services
Tax season is closer than it looks. If your books are months behind or your QuickBooks file doesn't add up, now is the time to fix it, not in April.
Sound familiar?
Signs you need a cleanup
- You catch up months at a time instead of staying current.
- “Uncategorized” is one of your biggest expense lines.
- Your bank and credit card accounts haven't been reconciled.
- You learn what you made only when your tax preparer tells you.
- You moved to QuickBooks Online and the numbers never matched.
What's included
Accurate, tax-ready books
Catch-up bookkeeping
Missing months recorded and categorized from your bank and card statements.
Cleanup & corrections
Duplicates removed, miscategorized transactions fixed, and the chart of accounts put in order.
Full reconciliation
Every bank and credit card account reconciled to the statement.
Reports for your CPA
A clean profit & loss and balance sheet, ready for tax time.
How it works
Three simple steps
Free consultation
A 30-minute conversation about where your books stand and what you need.
Review & fixed quote
We review your file and statements, then quote a fixed price based on the work needed. No surprises.
Caught up & current
We clean up, reconcile, and hand you tax-ready books, then keep them current with a monthly package if you'd like.