Behind on your books? We’ll catch you up.

Signs you need a cleanup

• You haven’t looked at your books in months, or you never set them up.
• Business and personal spending are mixed on the same accounts.
• Your bookkeeping software shows hundreds of transactions “for review.”
• Your account balances in the books don’t match your bank statements.
• Tax season is coming and you can’t say what you earned or spent.

What’s included

• Past transactions categorized using categories that line up with your tax return.
• Every bank and card account reconciled to its statements, month by month.
• Personal and business spending separated, with owner draws and contributions recorded properly.
• A list of open questions for anything only you can answer, so nothing is guessed.
• Clean reports at the end: profit and loss and balance sheet for the period we cleaned up.

How pricing works

Cleanups run from $500 to $1,500, priced by how many transactions and months need work. On a free 20-minute call we look at your accounts, agree a fixed price and a delivery date, and only then start.

After the cleanup

Most owners don’t want to end up here again. Once you’re caught up, you can move straight into Monthly Books for $500 a month, so your books stay closed every month and tax time is just a return.

Questions

How far back can you go?

Usually the current tax year and, if needed, the year before. Tell us on the call how far behind you are and we’ll say what makes sense.

I don’t have all my receipts. Is that a problem?

Not for the cleanup itself: we work from your bank and card statements. We’ll flag which expenses you should find records for.

Is a real person involved?

Yes. AI does the first pass on the transactions. A person reviews and signs off on every account.