Cleanups
For when your books feel tangled and overwhelming.
Are your books a tangled mess? When the numbers stop lining up, it’s easy to feel overwhelmed or unsure where to even begin. I dig into the financial clutter, uncover what’s gone wrong, and bring order to the chaos — so you can breathe easier and run your business with confidence.
How It Works
Free 30-Minute Consultation We’ll talk through what’s going on, what’s getting in your way, and what “clean” looks like for you.
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 that matches the work.
Agreement & Authorization Once you're ready, we'll sign the agreement, and I’ll roll up my sleeves.
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).
You’ll have clean, reliable books again — and the peace of knowing everything finally lines up the way it should.
Catchups
For when you’ve fallen behind and need a clean slate.
Fallen behind on your books? When life or business gets hectic, bookkeeping is usually the first thing to slip. Whether you’re migrating to QuickBooks Online or recovering 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 We’ll 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
For when deadlines are closing in, and the numbers aren’t ready.
Is tax season looming? When deadlines approach and the books aren’t ready, the pressure can feel intense. I make sure your records are CPA‑ready — organized, reconciled, and supported with the documentation accountants need to file smoothly. No more scrambling for missing numbers or last‑minute corrections.
If your books are a mess and it’s crunch time, don’t worry. I can complete a cleanup that aligns with what your CPA needs — 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.