Cleanup & Catch-Up

Your books are behind.
That ends here.

Months of uncategorized transactions. Accounts that haven't been reconciled since who knows when. A tax deadline getting closer. We clean it up, catch it up, and hand you books you can actually trust. In the age of AI and automation, we still put human eyes and human judgment on every number.

Start Your Application Takes about 5 minutes. We review every application and respond within one business day.
Sound Familiar?

Behind on the books happens to good businesses.

You run an HVAC company, a plumbing outfit, an electrical shop, a roofing crew. You're good at the work. The bookkeeping fell behind because you were busy doing the thing that actually pays the bills. No judgment. But behind books turn into real problems fast.

Tax deadline pressure
Your CPA needs clean books to file and you're handing them a shoebox. Every year it costs you more in fees, stress, and missed deductions.
Applying for financing
The lender wants financial statements. What you have right now would not survive a second look.
Thinking about selling
Buyers and brokers price clean books and discount messy ones. Two years of trustworthy financials can change what your business is worth.
Flying blind
You know money is coming in. You don't know which jobs made money, what you actually owe in taxes, or whether you can afford that next hire.

A defined sprint. A clear finish line.

Step 01
Apply, and tell us where things stand
The application asks how far behind you are and what's driving the urgency. Honest answers get you an accurate quote.
Step 02
We review, then we talk
We review every application and respond within one business day. If we're the right fit, we get on a call and give you a price range built from what you told us. No hourly billing, no meters.
Step 03
We do the work
Every transaction categorized. Every account reconciled. Personal charges separated. Old junk on the balance sheet resolved. Every deliverable reviewed by a human before it reaches you.
Step 04
You get clean books
Current, reconciled, tax-ready financials with a plain-language walkthrough of what we found and what it means for your business.
What You Walk Away With

Not just caught up. Decision-ready.

How pricing works

Cleanup is one flat fee based on how far behind the books are and how tangled they got. Your application tells us enough to quote a range on the call. The final number is set once we have access to the file, and the quote is subject to change based on the actual state of the records, which is written into the agreement. If what we find is materially different from what you described, you hear it before we do the work, not on the invoice after.

If you want us to keep the books current after cleanup, that's a separate flat monthly rate that begins on the 15th of the month. No hourly billing, no meters running.

Apply, and tell us what we're working with.

We run a limited number of cleanups at once so none of them drag. The application takes about five minutes and asks for real numbers: how many accounts you run, how far behind the books are, when you last filed. That's what your price range gets built from, so accurate answers get you an accurate range. If you're up against a hard deadline, there's a place to say so, and that's how we prioritize the work.

Cleanup doesn't wait for a start date. We scope it, quote it, and start it. If you also want the books kept current afterward, monthly service begins on the 15th of the month, so a finished cleanup rolls straight onto the next start date. If the 15th falls on a weekend or holiday, it moves to the next business day.
Start Your Application We review every application personally and respond within one business day.