Cleanup & Catch-Up Bookkeeping

Turn months of messy data into numbers you can actually trust. Fixed quote, usually done in 2–4 weeks.

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The Reality

Sound familiar?

You can't make good decisions with bad data. If you are reading this, you are probably dealing with at least one of these:

Your books are six months (or more) behind.
You are dreading tax season or an upcoming investor meeting because the numbers are a mess.
You have mixed personal and business expenses, or duplicates everywhere.
Your current P&L says you are making money, but your bank account says otherwise.

The Scope

What's included

We don't just clear out the backlog; we fix the structural issues so this doesn't happen again.

Historical Audit

We comb through past transactions to catch miscategorizations and duplicates.

Full Reconciliation

Tying out all bank accounts, credit cards, and merchant processors to the penny.

Chart of Accounts Restructure

Rebuilding your categories to make them GAAP-compliant and actually useful for you to read.

Systems Fix

Fixing broken integrations (Stripe, Shopify, Gusto, Deel, etc.) so data flows correctly.

Tax-Ready Baseline

Packaging everything up so you can hand a pristine file to your CPA.

The Process

How it works

The Handoff

We sign an agreement, and you grant me accountant access to QuickBooks/Xero and view-only access to your banks. That's it. No endless onboarding meetings.

The Deep Dive

I go dark and get to work. I process the backlog, untangle the mess, and only ping you with a consolidated list of questions if there's a transaction I absolutely can't identify.

The Handover

We jump on a call to review your pristine, updated financials. You get a clear picture of exactly where your business stands today.

The Result

A clean slate. You get fully reconciled, tax-ready financials, and a reliable baseline of data that you can actually use to run your business.

Let's look at your books.

"Book 20 minutes with me. Tell me what's going on, and I'll give you a free evaluation of your current financial setup. Even if we aren't the right fit, you'll walk away knowing exactly what needs fixing."

— Ali

Schedule your free consultation → Fill out a form

We usually respond within a day.