Cleanup & catch-up

Months behind? Years? It’s fixable.

Backlogged books are the most common place a growing business lands — and the most common way a bookkeeping relationship starts. We diagnose what’s wrong, quote one fixed project fee, and hand you clean, reconciled, current books. No judgment, no hourly meter.

Schedule a bookkeeping assessment

You stopped opening QuickBooks

It got messy enough that looking at it feels bad, so nobody looks. The mess compounds monthly.

Tax season is a reconstruction project

Your preparer rebuilds the year from bank statements and bills you handsomely for it.

You can’t switch bookkeepers because of the mess

The books are too embarrassing to hand over — the classic trap that keeps bad setups alive.

What’s included

  • Diagnostic review of your current books — first, and free with an assessment
  • A fixed project quote before any work starts
  • Full re-categorization and account reconciliation
  • Duplicate, error, and uncategorized-transaction cleanup
  • A clean opening position for ongoing monthly service
  • A summary of what we found and fixed, in plain English

Who it’s for

  • Businesses 3 months to 3+ years behind
  • Owners inheriting a mess from a previous bookkeeper
  • Anyone whose tax preparer said “fix the books first”

Cleanup projects

from $1,500

Quoted fixed after the diagnostic — designed to hand you straight into a monthly plan with clean books.

See full pricing →

Ready for books you never have to think about?

A 30-minute bookkeeping assessment. No pitch deck, no pressure — an honest look at where your books stand and whether we fit.

Schedule a bookkeeping assessment