We've Seen It All

That shoebox of receipts you've been meaning to sort. The bank statements piling up. The dread every time your CPA asks for your financials. The sleepless nights before tax season wondering what you owe.

You're running a business - there was always something more urgent than organizing paperwork. And now months (or years) have gone by, and the thought of catching up feels impossible.

Here's the good news: we fix this every day. No judgment. No lectures. Just organized books.

A Judgment-Free Zone

We've cleaned up books that were 3 years behind. We've untangled co-mingled personal and business accounts. We've reconciled accounts where transactions were duplicated, missed, and miscategorized all at once. Whatever your situation, we've probably seen worse - and we fixed it. Your mess is just our next project.

From Chaos to Clarity

1

Assessment

We review your situation - how far behind you are, what documentation you have, and what needs to be done. You'll get a clear scope and fixed quote.

2

Cleanup

We gather bank statements, receipts, and records. Then we reconstruct your financial history - categorizing transactions, reconciling accounts, and identifying any issues.

3

Organize

Your books are cleaned up and organized in QuickBooks or your preferred system. You'll have accurate financial statements and a clear picture of where you stand.

4

Maintain (Optional)

Once caught up, we can keep you current with ongoing monthly bookkeeping. Never fall behind again with our regular maintenance plans.

What You'll Receive

Clean Books

  • All transactions categorized
  • Bank accounts reconciled
  • Credit cards reconciled
  • Duplicates removed
  • Missing entries identified

Financial Reports

  • Profit & Loss statements
  • Balance sheets
  • Transaction reports by category
  • Tax-ready documentation
  • Summary of findings

Peace of Mind

  • Clear picture of your finances
  • Ready for tax filing
  • Organized records going forward
  • No more dread or guessing
  • Foundation for good habits

Catch-Up Pricing

Every catch-up project is different. A solo consultant 6 months behind is a very different project than a retail business 2 years behind with inventory. That's why we provide custom quotes after understanding your specific situation.

Typical Catch-Up Project

$150-300

Per month of backlog, based on complexity

  • Simple businesses: closer to $150/month
  • Complex businesses: closer to $300/month
  • Payment plans available
  • Fixed quote before work begins
  • No surprises

Tax Deadline Approaching?

If you have a tax filing deadline, CPA request, or loan application requiring organized financials, let us know. We offer expedited catch-up services for urgent situations.

Rush projects are priced based on timeline and scope. The sooner you reach out, the more options we have to help you meet your deadline.

Get Urgent Help

Let's Clean Up Your Books

Tell us about your situation and we'll provide a custom quote. No judgment, just solutions.

Free assessment - no judgment, no obligation