What's included
What you can count on.
- A review before anything elseWe look at your QuickBooks file and statements first, so the plan and quote fit your real situation.
- Every month brought currentTransactions categorized and recorded for each month you're behind.
- Every account reconciledBank, credit card, and loan accounts matched to their statements, month by month.
- Errors correctedDuplicates removed, miscategorized transactions fixed, and the uncategorized list cleared.
- A summary of what we fixedA plain record of what was corrected and why, so you and your CPA can see the changes.
- Ready for your CPAReports your CPA can work from with confidence.
How it works
Three simple steps.
A free 30-minute call
We talk through how far behind you are and what you need the books for.
A review and a written quote
We review your books and statements, then send a clear plan, an estimated timeline, and a quote before work begins.
Cleanup and handoff
We bring everything current and walk you through what changed. Many clients then move to monthly bookkeeping so they stay current.
Questions
Common questions
How long does a cleanup take?
It depends on how many months need catching up and how much activity runs through your accounts. You'll get an estimated timeline along with your quote.
What will I need to provide?
Bank, credit card, and loan statements for the months being cleaned up, plus access to your QuickBooks file. We'll send you a simple list.
What if you find something unexpected?
We'll talk it through with you before doing additional work. No surprises on your invoice.
Will this change my past tax returns?
Sometimes cleanup changes numbers for years already filed. If it does, we'll let you know and coordinate with your CPA on next steps.
Other services
Explore other ways we can help.
Next step
Ready to finally relax about your books?
A free 30-minute call is a relaxed conversation about your books and your goals. You'll leave with a clear picture of what to do next.