Get Your Books
Back on Track.
Once & For All.
Behind on your books? We’ll clean up 0 to 25+ months of transactions, reconcile everything, and hand you a clear picture of your business — then set you up for success going forward.
Your Cleanup,
Step by Step
A clear, structured four-phase process that takes you from messy books to complete financial clarity — with your Expert Bookkeeper guiding every step.
After purchasing, you’ll receive access to your Client Portal and schedule a 30–60 minute onboarding call. You and your Expert Bookkeeper will review your business details, define the scope of the cleanup, and identify every document needed to get started.
While you upload documents to your Client Portal, your Expert Bookkeeper is already at work — correcting historical categorizations and reviewing everything as it comes in. No waiting around; the work starts immediately.
Once all documents are confirmed, your bookkeeper completes the cleanup — categorizing every transaction, verifying assets and liabilities are accurate, and fully reconciling your balance sheet accounts. Clean books, no shortcuts.
Your Management Reports are issued after the cleanup is complete. Your bookkeeper schedules a meeting to walk you through everything and — when you’re ready — transitions you into ongoing Monthly Bookkeeping.
Three Tiers,
One Solution.
Whether you’re 3 months behind or 3 years behind, we have a cleanup package built for your situation. Every tier delivers the same thorough, expert-level work.
of Books
Perfect for businesses that have fallen behind within the past year. We’ll bring everything current quickly and cleanly.
of Books
For businesses carrying a year or two of backlog. We dig into the history, reconcile everything, and get you a clean baseline.
of Books
For businesses with significant backlog. We handle the full scope — no matter how far back it goes — so you can move forward with confidence.
Full-Scope Cleanup.
Nothing Left Out.
Every One-Time Cleanup includes the complete set of services needed to bring your books to current — not a partial fix, a complete one.
Book Your CleanupEvery transaction across your cleanup period is reviewed and correctly categorized — building an accurate, reliable picture of your financials.
Bank accounts, lines of credit, and loans are fully reconciled so your books match your actual financial reality — down to the dollar.
Assets and liabilities are verified and corrected to ensure your balance sheet gives an accurate view of your business’s financial position.
Once your books are clean, your Expert Bookkeeper issues your Management Reports and reviews them with you in a scheduled appointment.
Stop Putting Off
the cleanup.
Book a free call. We’ll review your situation, tell you exactly what your cleanup will involve, and get you started — no pressure, no obligation.