Cleanup & Catchup
Services · Cleanup & Catchup

Behind on your books? Let's fix that.

Months of unreconciled transactions. Tangled categories. Personal and business money mixed together. Whatever state your books are in, we untangle it and rebuild a clean, reliable foundation you can finally trust.

Sound familiar?

If any of these describe your situation, a cleanup is exactly what you need.

Your books are months — or years — behind
Accounts haven't been reconciled in ages
Personal and business expenses are mixed together
Your categories are a mess or just plain wrong
You're dreading tax season because nothing's ready
You can't trust the numbers you're looking at

How a cleanup works

A clear, structured process that takes your books from chaos to clean.

1

Assess the scope

We review how far behind your books are, how many accounts are involved, and what complexity exists — then give you a clear, fixed-fee quote.

2

Rebuild & reconcile

We categorize every transaction, reconcile each account month by month, separate any co-mingled activity, and correct what's wrong.

3

Deliver clean books

You receive accurate, reconciled financials you can trust — ready for taxes, lending, or simply running your business with confidence.

Cleanup pricing

Simple, transparent, and scaled to the actual work involved — priced per month of transaction history, plus any add-ons your books require.

Fiscal Year Cleanup & Catchup

Every cleanup is quoted up front as a fixed fee — no hourly surprises.

$100 per month of transaction history $500 minimum engagement
Additional accounts, payment platforms & complexityAdd-on rates apply
Co-mingling separation (personal & business)Add-on rates apply
Sales tax cleanup (historical filings)Priced per period
Example: 12 months of history with two moderate bank accounts runs $1,200 base plus add-ons. Your exact quote is confirmed after a quick review of your books — always fixed-fee, always up front.

Straightforward payment terms

Clear expectations from the start.

Up to $2,500

Paid in full up front before work begins.

Over $2,500

50% up front, 50% at the 75% completion milestone. Final books are delivered once the balance is paid.

Fixed-fee always

Your price is set before we begin — no hourly billing, no surprise invoices at the end.

Let's get your books current.

Start with a free books health check — we'll assess where things stand and give you a clear path forward, no obligation.

Book your free books health check