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.
- 2–6wks
- Typical turnaround
- $2,500
- Cleanups start at
- 100%
- Virtual, all 50 states
- 0
- Surprise invoices
The problem
If your books make you wince, you’re our kind of client.
Most of the people we help feel a little embarrassed about the state of things. There’s no need. Messy books are a consequence of being busy — and every one of these is fixable.
- 01
Years behind
Tax season keeps coming, extensions keep stacking, and the shoebox of receipts keeps growing. Catching up alone never quite happens.
- 02
Personal & business, tangled
One card pays for everything, so your P&L is part fiction and your deductions are a guess. Untangling it by hand is the worst kind of evening.
- 03
A bookkeeper who vanished
They left mid-year with no handoff. Half the work is done, none of it is documented, and you can’t tell which numbers to trust.
What we do
Five ways to get your books right.
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 — done right 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.
Why owners choose Poised
A different kind of bookkeeper.
Project-based, fixed-price, and personal — the opposite of a faceless monthly subscription. Here’s what that means for you.
- 01
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.
- 02
Priced in writing, before we start
A flat fee where the work is predictable, hourly where the file decides it — agreed with you in writing first. No open-ended meters and no surprise invoices.
- 03
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.
- 04
Built to stay clean
Every cleanup ends with a live walkthrough and training, so your books stay reconciled long after we hand them back.
The process
Five steps from chaos to clean.
A clear, proven path — and a price you approve before any work starts. No surprises, no scope creep.
Free consultation
A short, no-pressure call about where your books are and where they need to be.
Diagnostic & written scope
We review your file and statements, then agree the price and the basis with you — in writing, 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.
Not sure where you stand? Take the 2-minute health check or estimate your cost.
Let’s get your books
caught up.
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 — a real reply within 24 hours.