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Poised Books
Request

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.

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.

  1. Free consultation

    A free thirty-minute call about where your books stand.
  2. Written estimate

    We review your file and statements, then agree a written estimate with you before any work begins.
  3. Systematic cleanup

    Account by account, month by month, until every transaction is categorized and every statement reconciles.
  4. Review & delivery

    Tax-ready financials, a walkthrough of what we found, and a clean file you fully own.
  5. 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.


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.