Clean Up / Catch Up Services
Who it’s for:
Behind on your books? No judgement here! It’s never too late to get back on track. We’ll organize, reconcile, and bring everything current so you can move forward with clarity and peace of mind.
The Process:
We will first complete a diagnostic review & assessment
A fee of $75 per month of cleanup will apply as part of the review.
You will receive a diagnostic review and customs recommendations to get your books in order
We will provide a final quote based on your business’s needs and should you decide to move ahead, your initial payment will be treated as a deposit and credited toward your final project cost
What’s Included:
- Diagnostic review & assessment
- Income & expense categorization for the catch-up period
- Account reconciliations
- Secure, easy-to-use platform for sharing and reviewing information
- Final review call
Moving Forward:
Once your books are cleaned up, we’ll help you transition smoothly into ongoing bookkeeping services so you can stay organized, accurate, and stress-free moving forward.