Bookkeeping cleanup · scoped up front
Your books,
finally caught up.
Messy, behind, or co-mingled? We reconcile everything and hand it back tax-ready in two to six weeks. Scoped and priced up front, agreed before we start. No surprise invoices, no judgment.
Two to six weeks. Billed hourly against a written estimate. Virtual, all fifty states.
Most clients arrive a little embarrassed. They don’t need to be.
Years behind, with tax season coming and extensions stacking up. Personal and business spending tangled on one card, so the P&L is part fiction. A bookkeeper who left mid-year with no handoff, and no way to tell which numbers to trust.
Messy books come from being busy. Every one of these is fixable.
What we do, service by service.
Bookkeeping cleanup
Wrong, messy, or co-mingled books, reconciled, re-categorized, and delivered tax-ready.
Catch-up bookkeeping
Months or years of unrecorded transactions, brought fully current, month by month.
New business setup
The right platform, a clean chart of accounts, and connected feeds, in place from day one.
Payroll migration & setup
A first hire or a provider switch. Payroll configured, migrated, and tied to your books.
Coaching
Learn to keep your own books with confidence, one-on-one in QuickBooks or Xero.
Project-based, scoped in writing, and personal.
The opposite of a faceless monthly subscription. Here’s what that means for you.
You work directly with Elizabeth
Not a team queue or a junior associate. A West Point graduate, MBA, and QuickBooks Advanced Certified ProAdvisor scopes your cleanup and is the one who does it.
Priced in writing, before we start
Cleanup is billed hourly against a written estimate. Setup work is a fixed quote. Either way, it’s agreed in writing first.
You keep your own file
It stays your QuickBooks or Xero the entire way through. No proprietary platform, no lock-in. When we’re done, you own clean books outright.
Built to stay clean
Every cleanup ends with a live walkthrough and training, so your books stay reconciled long after we hand them back.
How the work runs, from first call to clean books.
The price is agreed in writing before any work starts.
Read the transcript
If your books are behind, or tangled up with personal spending, I can help. I’m Elizabeth Olsen, and I clean up books for small businesses.
A cleanup is a one-time project. We take a QuickBooks or Xero file that is wrong or neglected, and make it accurate.
It starts with a free conversation about where you are and what you need.
Then we review your file and send a written estimate. You agree to it before any work begins.
Next comes the cleanup itself. Account by account, month by month, every account is reconciled to its statements, and every transaction is categorized correctly.
Last, you get books that are reconciled, re-categorized, and tax-ready, with year-end adjusting entries made. Most projects take two to six weeks.
Cleanup is billed hourly against that estimate, with a $2,500 minimum. If your file turns out bigger than we scoped, we stop and ask you before going over the estimate. No surprise invoices.
And we work right alongside your CPA.
Request a free consultation at poisedbooks.com.
Free consultation
A free thirty-minute call about where your books stand.Written estimate
We review your file and statements, then agree a written estimate with you before any work begins.Systematic cleanup
Account by account, month by month, until every transaction is categorized and every statement reconciles.Review & delivery
Tax-ready financials, a walkthrough of what we found, and a clean file you fully own.30-day support
Questions, adjustments, and CPA coordination, included for 30 days after delivery.
The full cleanup process is written out step by step. Not sure where you stand? Take the 2-minute health check or estimate your cost.
Tell us where your books stand.
Tell us where things stand. We’ll review your file, agree the price and the basis, and hand you back books you can finally trust.
Elizabeth personally reviews every request, with a real reply within 24 hours.