Cleanup, setup, payroll and oversight, scoped before we start.
Cleanup, setup, payroll migration, coaching, and fractional controller services. No monthly bookkeeping retainers. Just clean, accurate books, scoped and priced before any work starts.
Cleanup is billed hourly against a written estimate you approve, with a $2,500 minimum. Most projects land between $3,500 and $7,000.
Whether you’re catching up, starting fresh, or scaling.
Bookkeeping cleanup
Whether it’s 6 months or 6 years behind, we untangle co-mingled accounts and deliver tax-ready financials.
- Full bank & credit card reconciliation
- Transaction re-categorization
- Tax-ready financial statements
- 30-day post-delivery support
QuickBooks cleanup
A QuickBooks Online or Desktop file that is wrong, behind, or co-mingled, reconciled and corrected for your CPA.
- Uncategorized balances and duplicates cleared
- Opening Balance Equity resolved
- Online and Desktop files
- CPA handoff included
Xero cleanup
A Xero file that is wrong, behind, or co-mingled, reconciled and corrected for your CPA by a Xero Certified Advisor.
- Duplicate statement lines removed
- Bank feeds reconciled
- Conversion balances tied out
- CPA handoff included
Catch-up bookkeeping
Behind, but not broken? We record months or years of unentered transactions and bring you current, reconciled, and tax-ready.
- Month-by-month systematic catch-up
- Priced up front, agreed first
- Tax-ready financials + CPA coordination
- 30-day post-delivery support
New business setup
Platform selection, chart of accounts, bank connections, and reporting, configured properly from day one.
- Platform selection & configuration
- Custom chart of accounts
- Bank & payment connections
- Owner training session
Payroll migration & setup
Switching providers or hiring your first employee? Payroll configured, migrated, and tied cleanly to your books.
- Provider selection & configuration
- Year-to-date history migration
- Employee & contractor onboarding
- Payroll mapped to your books
Coaching
Personalized QuickBooks and Xero training. Learn at your own pace with an expert who speaks plain English.
- One-on-one screen-sharing sessions
- Customized to your business
- QuickBooks & Xero expertise
- Practical, hands-on learning
Fractional controller
Strategic financial oversight, payroll, and reporting without the full-time salary.
- Financial oversight & reporting
- Payroll & AP/AR management
- Policy & process development
- Strategic financial guidance
A free call will show which service fits.
A free thirty-minute call about where your books stand.
Still weighing options? Compare project cleanup vs. monthly bookkeeping, or see how cleanup works for your industry, or read how a cleanup runs from first call to handoff. CPAs and tax preparers can refer a client.