Where Financial Chaos Meets Its Match

From cleanup to monthly care, here’s how I bring order to your books.

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.
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).

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.

Continued Care

Your books are in order—let’s keep them that way. With ongoing monthly support, I maintain your financial systems, track the details, and deliver clean, reliable reports. You stay focused on running your business; I make sure the numbers stay sharp.

What’s Included

Transaction Categorization All income and expenses are recorded with precision—nothing slips through the cracks.
Monthly Reconciliations Bank, credit card, and other accounts cross-checked so your balances tell the truth.
Loan Tracking Principal and interest are logged properly—because the details matter.
Financial Reports Monthly statements (Income Statement, Balance Sheet, and more) delivered on time, every time.
Personalized Guidance Need clarity? Schedule review calls or watch short, jargon-free training videos at your pace.

With Continued Care, your bookkeeping stays ship-shape — no more uncertainty, no more surprises, just financial clarity and peace of mind every month!