Bookkeeping Services
Behind on your books? Wrong categories everywhere? We go in, fix what's broken, and hand you back financials you can actually trust.
Sound familiar?
If any of these sound like you, you are not alone. This is exactly what we fix.
Bad books are not just messy. They are costing you real money in bad decisions, missed deductions, and conversations with your CPA that go nowhere because the numbers cannot be trusted.
We go through your accounts month by month, reconcile everything against your actual bank and credit card statements, correct what is miscategorized, remove duplicates, and rebuild your financials from the ground up. When we are done, every month of history we cleaned will have an accurate P&L, balance sheet, and a record of what changed.
"You cannot make good decisions on bad data. The cleanup is where the truth comes out."
Elena Kritopulos, Founder
Most cleanup clients come to us after months or years of neglected books. Some have never reconciled at all. Others had a bookkeeper set things up incorrectly and never fixed it. We have seen it all. There is no judgment here, only a clear process to get your books right.
How it works
01
We scope the work together before anything starts. We look at how far behind you are, how many accounts need reconciling, and how complex your situation is. No surprises.
02
You give us read-only access to your bank accounts and your QuickBooks file (or we set one up if you do not have one). We review everything and create a cleanup plan.
03
We work through each month chronologically: reconcile accounts, correct categories, resolve duplicates, and make sure every transaction is accounted for and accurate.
04
When the cleanup is complete, we send you a summary of everything we changed and why. You get clean financials for every period cleaned, and you know exactly where things stand.
Deliverables
Pricing and timeline
Every cleanup is scoped individually before we start. We price based on how many months need cleaning, how many accounts are involved, and what the complexity looks like, not a flat rate that overcharges simple situations or underestimates complicated ones.
Most cleanups take 4 to 6 weeks per year of history cleaned. You will have a clear quote and timeline before any work begins.
Most clients are surprised it is less than they expected.
The scope call is always free. No commitment required to get a quote.
After the cleanup, many clients move to monthly bookkeeping so the books never fall behind again. That transition is seamless because we already know your accounts inside and out.
Common questions
As far as you need. We have cleaned books going back 3 or 4 years. The further back, the more we scope it carefully, but there is no time limit on what we can fix.
We use QuickBooks Online for all cleanup work. If you do not have it, we set it up for you as part of the project. If you have an existing file, we work directly in that.
Not during the cleanup. We often coordinate with CPAs directly after the cleanup is done, especially if they need the corrected files for tax filing. We are comfortable talking to your accountant on your behalf.
We hear this constantly. You would not believe the state some books are in when they arrive with us, and we do not judge any of it. The only thing that matters to us is fixing it. Just be honest on the call about where things stand and we will take it from there.
Book a free 30-minute discovery call. We will walk through your situation, tell you exactly what needs to be done, and give you a quote before anything starts.
No commitment. No pressure. Just a straight conversation about your books.