"I haven't reconciled in months."
Your bank feed has been pulling in transactions, but no one's matched them, categorized them, or checked them.
Cleanup & catch-up
Behind on the books? We catch you up.
A structured, fixed-fee engagement to reconcile, recategorize, and rebuild your prior periods — so you can start fresh and stay current going forward.
A complete rebuild — not a patch job.
Cleanup work done right takes more than running a few reports. Here's what we actually do.
- L. 01Diagnostic of your existing books, software, and chart of accounts
- L. 02Full reconciliation of every bank, credit card, and merchant account
- L. 03Recategorization to a consistent, CPA-ready structure
- L. 04Identification of duplicates, missing entries, and posting errors
- L. 05Corrected opening balances and rebuilt retained earnings
- L. 06Vendor and customer record cleanup
- L. 071099 contractor verification and tracking
- L. 08Tax-ready financial statements for the cleaned period
- L. 09A handoff document your CPA can actually use
When to call us
If any of this sounds familiar, it's time.
"My CPA needs everything fast."
Tax season is here and your books aren't ready. We can have you handoff-ready in weeks, not months.
"I switched bookkeepers and it's a mess."
Inherited books often have inconsistent categorization, half-finished reconciliations, and balance-sheet ghosts.
"The numbers don't match reality."
Your P&L shows numbers you can't explain. Often that's a categorization issue we can untangle.
"I'm applying for financing."
Lenders want clean financials. We get your books to bank-ready, audit-ready, investor-ready condition.
"I'm preparing to sell."
A buyer will scrutinize 2–3 years of books. Clean, consistent records add real dollars to your sale price.
Get started
Tell us where the books stand.
A 20-minute review gives us enough to scope your cleanup and quote a fixed fee. No commitment, no pressure.