Overwhelmed by Your Bookkeeping? Get A Free Diagnostic - financial services

Behind on Your Books? Cleanup + Tax-Ready Bookkeeping (QBO)

If your books are behind, messy, or you’re not confident the numbers are correct, I can help you get caught up and keep everything clean and tax-ready going forward.

This is ideal for service-based businesses who:

• Are behind on bookkeeping (a few months or more)

• Need a true cleanup, not just “quick categorization”

• Want books maintained with a tax-ready mindset

• Value professionalism, clear communication, and consistency

• Use QuickBooks Online (QBO only)

Cleanup work may include:

• Catch-up bookkeeping for prior months

• Bank & credit card reconciliations

• Fixing miscategorized transactions and inconsistencies

• Cleaning up uncategorized or uncleared items

• Organizing your file so your CPA can work efficiently

Ongoing monthly bookkeeping includes:

• Monthly reconciliations

• Clean, reliable financial statements

• Consistent categorization and documentation support

• A structured monthly process designed to keep books CPA-ready

Pricing:

Monthly bookkeeping starts at $300+/month depending on complexity.

Cleanup or catch-up work is quoted separately after a brief review.

Next step:

Email preferred (calls are okay). Please include:

• Your name

• Business name

• Phone number

• What you need help with and how far behind you are

QuickBooks Online only.