Behind on your books? Let’s get you caught up.
Whether you’re a few months behind or haven’t touched your books in years, I’ll get them accurate, organized, and tax-ready. And I won’t make you feel bad about how they got that way.
Is this you?
- You haven’t reconciled your accounts in months.
- Tax season is coming, and you’re already dreading it.
- You got a notice, a loan request, or a question you can’t answer.
- You switched software, and things got messy.
- A past bookkeeper left you with more questions than answers.
You’re in good company. ♡
A clear process, start to finish
Free discovery call
You tell me what’s going on in your business. I’ll tell you honestly whether I’m the right fit.
Free · 20 minutes
Diagnostic Review
I review your accounting software and bank and credit card accounts to see what’s missing, what’s miscategorized, and how far back the work goes. Then I give you a cleanup plan and a firm quote.
$550–$900
The cleanup
Once you approve the plan, I do the work: reconciling accounts, fixing categories, catching up missing months, and tying out your balance sheet. I’ll reach out with questions as they come up.
Quoted in your plan
Handoff & next steps
You get clean, tax-ready books and a plain-English walkthrough of your reports. Then you choose how to keep them that way.
The Diagnostic Review
The price depends on how many accounts you have and how far behind things are. I’ll confirm your exact price before any work begins, so there are no surprises.
The Diagnostic Review means you’re never guessing what a cleanup will cost. You see the full picture first, then decide.
What you get
- A review of your accounting software and bank and credit card accounts
- A list of what’s missing, incorrect, or unreconciled
- A step-by-step cleanup plan and timeline
- A firm quote for the cleanup work
- A clear recommendation for keeping your books clean afterward
Keep your books clean your way
After the cleanup, there’s no obligation to sign up for anything. But most clients want to stay caught up, and there are a few ways to do that.
DIY Membership
Training, simple weekly routines, and expert backup so you stay consistent on your own.
From $79/month
Monthly Bookkeeping
I keep your books accurate and send monthly reports, with check-ins so you understand them.
From $400/month
Advisory
Use your clean numbers to plan pricing, cash flow, and growth, with a CPA in your corner.
From $1,050/month
Wonderful help with my small business. I appreciate her patience and understanding with my mess of my taxes each year!
Shannon M. · Small Business Owner
Cleanup FAQ
Will you judge me for how messy my books are?
Never. I’ve seen it all, and messy books are usually a sign of a busy, growing business. My job is to fix things, not assign blame.
How far back can you go?
As far as you need. Some clients are a few months behind, and others are a few years behind. The Diagnostic Review shows exactly what’s involved.
What software do you work in?
I work in QuickBooks Online and Xero. If you’re using something else, or nothing at all, let’s talk. I can help you get set up.
Do I have to sign up for monthly bookkeeping afterward?
No. Many clients choose to keep going, but the cleanup stands on its own. You’ll leave with clean books either way.
Ready to stop dreading your books?
Book a free 20-minute call. Tell me where things stand, and I’ll explain exactly what the next step looks like.