Tax time is coming
Your tax preparer is asking for a profit and loss report, and you're not sure the numbers are right, or you don't have them at all.
Catch-up & cleanup
Behind on your books? Let's get you caught up.
Months or even years behind, or set up wrong from the start, it's fixable. I sort out the mess, reconcile your accounts, and get your books to a clean, accurate starting point, with no judgment.
Sound familiar?
Signs your books need a cleanup
You need a loan or a lease
A lender or landlord wants financial statements, and your books aren't ready to show anyone.
QuickBooks doesn't match the bank
Hundreds of uncategorized transactions, duplicates, or accounts that haven't been reconciled in months.
What a cleanup includes
- Categorizing past transactions so income and expenses land in the right accounts.
- Reconciling bank and credit card accounts month by month, so your books match your statements.
- Fixing what's broken, like duplicate entries, transfers recorded as income, and messy opening balances.
- Reviewing who owes you and who you owe, so your receivables and payables reflect reality.
- Clean reports at the end, including a profit and loss statement and balance sheet you can hand to your tax preparer or lender.
When the cleanup is done, you can take it from there, or I can keep things current with monthly bookkeeping so you never fall behind again.
How it works
From mess to clean books
Free consultation
We talk about your business, how far behind you are, and what you need the books for.
Diagnostic review
I look at your current books and statements so I know exactly how much work there is.
Custom proposal
You get a fixed proposal that spells out what I'll do and what it will cost, before any work begins.
Questions
Cleanup FAQ
How much does a cleanup cost?
It depends on how far behind you are and how many accounts and transactions are involved. After a free consultation and a quick review of your books, you'll get a custom quote before any work begins.
How far back can you go?
As far back as you need. Many cleanups cover the past year or two, but I can go further if you have unfiled tax returns or a lender needs more history.
Do I need to be using QuickBooks?
I work in QuickBooks Online, where I'm certified. If you're on spreadsheets or nothing at all, I can set up QuickBooks Online for you as part of the cleanup.
What will you need from me?
Usually bank and credit card statements for the period, access to your QuickBooks file if you have one, and answers to questions about transactions I can't identify on my own.
I'm embarrassed about how bad my books are.
Please don't be. Catch-up and cleanup work is one of the main things I do, and I've seen it all. There's no judgment here, just a plan to get you caught up.
Ready to get caught up?
Book a free consultation
Start with a free consultation
We'll talk about where your books are today, and you'll get a custom proposal with clear pricing.