When your books are a mess, behind, or just plain wrong — this is what we fix.
You’re not alone
Most business owners don’t come to us with perfect books. They come when something feels off:
- Profit doesn’t match cash in the bank
- Taxes feel higher than they should be
- Financials don’t make sense
- Payroll or sales tax is tangled
- Years of “catch-up later” have piled up
- Your CPA can’t use your numbers
- You’re preparing to sell, buy, or get a loan
Messy books happen to good businesses.
What matters is fixing them correctly — once.
When software isn’t enough
Modern bookkeeping software is powerful — but it cannot fully interpret errors, context, or tax impact. Cleanup work requires experienced human review to identify what’s incorrect, what’s missing, and what doesn’t reflect the true financial position of your business.
Accurate books aren’t created by automation alone. They require professional judgment to ensure your records are reliable, tax-ready, and useful for real business decisions.
Who we work best with
We work primarily with established small businesses that want their financials accurate, current, and dependable.
Most cleanup clients come to us after outgrowing DIY bookkeeping or discovering their records no longer reflect reality. They are ready for a professional reset and ongoing stability — not temporary fixes.
We are not a high-volume or lowest-cost service. Our focus is restoring clarity and maintaining accurate books for businesses that value getting it done correctly.
What “cleanup” really means
Cleanup is not just categorizing transactions.
It’s a structured, forensic process that restores your financial records to a reliable, tax-ready, decision-ready state.
We review and correct:
- Account reconciliations (bank, credit cards, loans)
- Incorrect or duplicated entries
- Uncategorized or miscategorized transactions
- Payroll and liability errors
- Sales tax payable issues
- Owner draws and distributions
- Balance sheet inaccuracies
- Prior-year carryover errors
- Chart of accounts structure
- Undeposited funds and suspense accounts
When cleanup is complete, your books will:
✔ Tie to bank and loan balances
✔ Reflect accurate profit
✔ Be usable by your CPA
✔ Support tax filings and financial decisions
✔ Stay clean going forward
When you should consider a professional cleanup
Cleanup is appropriate if:
- Your books haven’t been reconciled in months (or years)
- You inherited messy books from a prior bookkeeper
- You’ve been doing it yourself and feel unsure
- You’re behind on bookkeeping
- You’re preparing for taxes or an audit
- You want reliable numbers for decision-making
- You’re ready to “reset” and move forward cleanly
Many clients come to us embarrassed or overwhelmed.
That’s okay – everyone has their forté , and this is ours.
Our approach
Every cleanup begins with a structured review so we understand:
- How far back cleanup is needed
- The current condition of your books
- Complexity of accounts and transactions
- Payroll and sales tax involvement
- Whether prior returns have been filed
- Your future bookkeeping needs
Our goal is not just to fix the past — but to stabilize your books so they stay clean going forward.
After cleanup: ongoing accuracy
Most cleanup clients choose to continue with monthly bookkeeping after the project is complete.
Why?
Because once your books are finally correct, you want them to stay that way.
Ongoing services ensure:
- No falling behind again
- Accurate monthly financials
- Tax-ready books year-round
- Peace of mind
Who we work best with
We specialize in established small businesses, including:
- Contractors & construction
- Professional services
- Retail & e-commerce
- Service-based businesses
- S-corps and growing companies
We are not a volume oriented or basic bookkeeping service.
We work best with business owners who value accuracy, professionalism, and long-term stability.
Start with a consultation
If your books are behind, messy, or simply not trustworthy, the best next step is a confidential consultation.
We’ll review your situation, answer questions, and outline the path to clean, reliable financials.
Clean books change how you run your business.
Let’s get yours there.