Catch-Up / Cleanup Work (one-time fee)

This one-time catch-up and cleanup service is designed for the moment you decide, "I can't keep ignoring my books." If your records are months - or even years - behind, I come in once to get everything caught up, corrected, and ready for a fresh start.

I begin by gathering your past bank and credit card statements, any existing spreadsheets or QuickBooks files, and documents from prior years. Then I reconcile historical transactions, making sure every deposit and payment is captured, categorized, and matched to your accounts.

During this process, I fix misclassifications, clear old uncleared items, and remove duplicates that have been quietly distorting your numbers. If something doesn't add up, I track it down. The goal is simple: your historical records finally reflect what actually happened in your business.

I then organize your data into clear, consistent categories and produce tax-ready financial statements for the periods covered. That means your CPA gets clean reports instead of a crisis, and you stop fearing what tax season might reveal.

This is a one-time fee project, tailored to the amount of work your books need. Once complete, you have the option to transition into ongoing monthly bookkeeping and advisory support, so you never fall this far behind again.
You don't have to feel ashamed about messy or missing records. I've seen it before, and my role is to help you move from confusion to clarity, not to judge how you got here. If you're ready to reset your finances and put the past in order, book a consultation and I'll outline exactly what it would take to bring your books fully up to date.