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This service is for clients who are behind, overwhelmed, or unsure where their books stand. The goal is to bring everything current, accurate, and organized so they can move forward with confidence.
Full transaction cleanup — correcting miscategorizations, duplicates, and missing entries.
Historical reconciliation — bringing bank, credit card, and loan accounts up to date (months or years).
Fixing prior bookkeeping errors — adjusting balances, resolving discrepancies, and repairing broken workflows.
Document and receipt organization — sorting, labeling, and attaching supporting documents in QBO.
Chart of accounts cleanup — removing clutter, merging duplicates, and aligning accounts to industry standards.
Sales tax and payroll correction review — identifying issues and preparing items for CPA review if needed.
Job costing cleanup (for construction clients) — correcting job expenses, labor allocations, and project profitability data.
Final “clean file” handoff — a reconciled, accurate QuickBooks file ready for taxes or ongoing monthly bookkeeping.
A calm, judgment‑free process that takes them from “I don’t know where to start” to “Everything is finally organized.”
Custom quotes provided after review.
This service is for clients who are behind, overwhelmed, or unsure where their books stand. The goal is to bring everything current, accurate, and organized so they can move forward with confidence.
Full transaction cleanup — correcting miscategorizations, duplicates, and missing entries.
Historical reconciliation — bringing bank, credit card, and loan accounts up to date (months or years).
Fixing prior bookkeeping errors — adjusting balances, resolving discrepancies, and repairing broken workflows.
Document and receipt organization — sorting, labeling, and attaching supporting documents in QBO.
Chart of accounts cleanup — removing clutter, merging duplicates, and aligning accounts to industry standards.
Sales tax and payroll correction review — identifying issues and preparing items for CPA review if needed.
Job costing cleanup (for construction clients) — correcting job expenses, labor allocations, and project profitability data.
Final “clean file” handoff — a reconciled, accurate QuickBooks file ready for taxes or ongoing monthly bookkeeping.
A calm, judgment‑free process that takes them from “I don’t know where to start” to “Everything is finally organized.”
Custom quotes provided after review.