Choose Your catch-up Experience
standard Cleanup
✔ Catch-up bookkeeping for up to 36 months
✔ Reconciliation of up to 10 bank and credit card accounts
✔ Review and clean-up of Chart of Accounts
✔ Reclassification of miscoded transactions
✔ CPA-ready reports (P&L, Balance Sheet)
✔ E-mail support during your cleanup
✔ Free 30-minute follow-up call after delivery
✔ After clean-up, you'll have an opportunity to continue with ongoing monthly bookkeeping
Custom Quoted
Premium Book Rebuild Package
✔ Full historical book rebuild (for books 3+ years behind)
✔ Priority starting: work begins within 48 hours of sign-up
✔ Weekly progress updates via e-mail or zoom meeting
✔ After delivery, you'll have the option to seamlessly transition into ongoing monthly bookkeeping
✔ Complete review and reconstruction of all transactions, accounts and financial records
✔ Correction of errors, duplicates and missing entries
✔ Reconciliation of all bank, credit card and loan accounts
✔ CPA-ready year-end reports (P&L, Balance Sheet, Trial Balance)
✔ Expense classification review for tax optimization
✔ Vendor and income source analysis to ensure accuracy and compliance
✔ Adjusting entries and journal corrections verified for audit-readiness
✔ Monthly, Quarterly and Yearly financial statements
✔ Diagnostic review to identify inefficiencies, profit leaks and red flags
✔ Supporting schedules for depreciation, assets and liabilities
✔ 60-minute strategy call to walk through results and growth opportunities
Custom Quoted
Ready to Finally Fix Your Books?
Every day you wait, your numbers get messier and tax season gets closer.
Let’s clean up your books, so you can move forward with confidence and clarity.