Services

Get caught up. Then keep it that way.

Most people find me because they're behind, not because they're shopping for a monthly service. So that's where we start: get you current and tax-ready first, then keep it that way at whatever level fits, all in your own QuickBooks Online.

Certified QuickBooks ProAdvisor Flat fee, no lock-in 100% in your own QuickBooks
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Cleanup and catch-up

Get current, accurate, and ready for tax time, without the dread.

If the books are months or even years behind, this is the way out. I take the backlog from wherever it is now and turn it into clean, tax-ready books you can actually trust. No matter how complex, the cleanup is the front door.

Best for
  • Books that are months or even years behind
  • Switching bookkeepers and starting fresh
  • Getting ready for taxes or a loan
  • A QuickBooks file that's become a mess
What you end up with
  • Caught up and accurate, top to bottom
  • Every account reconciled to your statements
  • Tax-ready Profit and Loss and Balance Sheet
  • A clean QuickBooks Online you own

What's involved

  • Backfill and categorize your history
  • Reconcile your accounts to your statements
  • Fix opening balances and miscategorized entries
  • Clean up the chart of accounts

Priced to your situationA one-time project. See your estimated range in under a minute, no email needed.
Get my cleanup estimate

Months behind is normal. Years behind is fixable.

First time on QuickBooks?

Not on QuickBooks Online yet? That's step one.

I work only in QuickBooks Online, so your books live in one place you own. If you're on a spreadsheet, another tool, or nothing yet, I'll get you set up first, a one-time setup, then we clean up. No tech headaches on your end.

Clean Books Monthly

Stay clean, month to month

Once you're caught up, keep it that way. Flat monthly pricing, no hourly surprises, whether you're a simple solo setup or something more involved. We confirm the right fit on a call.

Essentials
From $300 / month

For simple, solo businesses: one or two accounts, light monthly volume, no payroll or sales tax.

  • Every transaction categorized
  • Bank and card accounts reconciled monthly
  • A monthly close and tax-ready reports
  • A plain-English summary each month
Most common Growth
From $600 / month

For businesses with several accounts, employees or contractors, and more moving parts than a simple solo setup.

  • Everything in Essentials, plus:
  • Several bank and credit card accounts
  • Higher transaction volume, handled
  • Payroll-connected bookkeeping
  • Contractor payments tracked for year-end 1099s
  • A monthly review of your numbers, in plain English
  • Priority replies to your questions
Custom
Let's talk it through

For multiple entities, high volume, inventory, or anything Essentials and Growth don't cover.

  • A plan built around your actual books
  • Multiple entities, high volume, or special needs
  • Worked out together on a quick call
  • Flat monthly price, no surprises

Getting ready for funding?

Clean books are the foundation a lender wants to see. When you're ready for that step, the same two of us built a separate studio, Funding Prep Studio, to help you prepare. One team, two ways in.

Visit Funding Prep Studio →

Ready to get caught up?

See your cleanup estimate in under a minute, then book a free fit call.