The Cleanup Begins I get to work untangling the data and restoring structure. Most cleanups wrap up in about 30 days (as long as the paperwork cooperates).
Cleanups
Are your books a tangled mess? I dig into the financial clutter, uncover what’s gone wrong, and bring order to the chaos—so you can breathe easy and run your business with confidence.
How It Works
Free 30-Minute Consultation We’ll chat about where your books stand—and where you want them to be.
Diagnostic Review I’ll assess the current state, flag problem areas, and define the scope of the cleanup.
Cleanup Plan & Proposal You’ll get a clear outline of what needs fixing and a pricing estimate to match.
Agreement & Authorization Once you're ready, we'll sign the agreement, and I’ll roll up my sleeves
Catchups
Fallen behind on your books? Whether you’re migrating to QuickBooks Online or just trying to recover from a chaotic stretch, I’ll bring your records current—so you can move forward with clarity and confidence.
How It Works
Free 30-Minute Consultation Let’s pinpoint exactly what you need to get back on track.
Simplified Catchup Plan Less intensive than a full Cleanup, Catchups come with a written proposal and reduced rate.
Agreement & Authorization Once approved, I’ll tidy your books—merging, updating, and organizing everything in QuickBooks Online.
You’ll be caught up and ready to make informed decisions—without the stress of untangling the past on your own.
Tax Prep Support
Is tax season looming? I make sure your books are CPA‑ready—organized, reconciled, and supported with the documentation accountants need to file returns smoothly. No more scrambling for missing numbers or last‑minute corrections.
✨ If your books are a mess and it’s crunch time for the tax deadline, no worries. I can offer a cleanup that not only brings order to the chaos but also aligns with exactly what your CPA is looking for — so your books make it all the way to the tax return finish line.
How It Works
Free 30‑Minute Consultation We’ll talk about your tax prep goals and what your CPA needs to see.
Year‑End Diagnostic Review I’ll assess reconciliations, chart of accounts, and supporting schedules to flag gaps before tax season.
Tax Prep Plan & Proposal You’ll get a clear outline of what needs to be finalized—loan balances, payroll liabilities, equity tracking — and a pricing estimate.
Agreement & Authorization Once you’re ready, we’ll sign the agreement, and I’ll prepare your books for CPA review.
CPA‑Ready Package I deliver reconciled accounts, clean reports, and supporting schedules — so your CPA can focus on tax strategy, not untangling errors.
Messy books? Missed months? Looming tax deadline? I’ve got you covered — clean, current, and CPA‑ready.