Declutter Your Books — Cleanup & Catch-Up Services

What are the steps for hiring me to clean up and organize your books?

• Step 1: Complimentary Consultation We’ll start with a free call to discuss your business, your goals, and the bookkeeping challenges that may be holding you back.

• Step 2: Diagnostic Review I’ll conduct a forensic review of your financial records and prepare a proposal outlining key areas for improvement. You’ll receive a detailed email and a Zoom call summarizing the findings, along with transparent pricing for the cleanup.

• Step 3: Agreement & Action Once you approve the proposal, we’ll sign a formal agreement that outlines the scope of work. Then I’ll begin organizing and streamlining your books—turning financial clutter into clarity.

If my books look fine, do I really need a cleanup?

Yes—surface-level accuracy can hide deeper issues. Bookkeeping software categorizes transactions based on how they’re entered, which means misclassifications often go unnoticed. A cleanup ensures your data is reliable, your reports are meaningful, and your decisions are based on truth—not assumptions.

What happens after the cleanup?

If you’d like ongoing support, we can discuss monthly bookkeeping services tailored to your needs. But there’s no pressure—my priority is getting your books clean and audit-ready.

Do I need specialized bookkeeping software?

Yes. I work mainly with QuickBooks Online, which allows secure remote access to your books. If you don’t have a subscription yet, I can help you choose the right plan and assist with setting up to ensure a smooth transition.

How do I get in touch?

You can email me anytime at admin@declutteryourbooks.com. Any other questions? We’ll cover those during your consultation. I look forward to talking with you soon.