Business Book Cleanup.
Custom Quotes. No Surprises.
Whether your books are behind, contain hidden errors, or need a full historical cleanup — our cleanup pricing is based on scope, not hourly billing. Custom quotes for business owners, bookkeeping firms, and CPA firms.
Here's What Changes When Your Books Are Finally Clean
No more guessing. No more hidden errors. Just restored, accurate financial records — so every time you ask "can I trust these numbers?" the answer is yes.
Includes a full review of your current books, identification of errors and problem areas, and a cleanup plan. Pricing is based on the scope and complexity of your cleanup.
Custom quotes. No surprises. No hourly billing.
Complete Bookkeeping Cleanup & Restoration
Get your books fully restored with our 3-step cleanup process — or pick only the services you need à la carte.
3-Step Cleanup Bundle
Discover & assess + restore & clean up + verify & deliver — all three together
Custom Quote
Contact for Quote
one-time
✓ Subscription, settings, chart of accounts, bank/CC connections & invoice customizations — all included
Discover & Assess
We review your current bookkeeping, identify the scope of the cleanup, and locate bookkeeping errors, missing information, and problem areas.
Restore & Clean Up
We professionally clean and organize your financial records — correcting errors, removing duplicates, and reconciling accounts.
Verify & Deliver
Every account is reviewed for accuracy. You receive organized financial records ready for you, your bookkeeper, or your CPA.
Setup pricing is a custom quote confirmed up front. Catch-up and monthly launch pricing adjusts based on complexity and volume — we'll confirm everything before any work begins.
Only need one piece? Pick exactly what you need — pricing quoted based on your specific situation.
Discover & Assess
We review your current bookkeeping, identify the scope of the cleanup, and locate bookkeeping errors, missing information, and problem areas.
Added on top of the base package, only if you need them.
Historical Bookkeeping Cleanup
Added to base package
Full historical cleanup of multiple years of bookkeeping — restoring accurate financial records from past periods so your books are reliable going forward.
Want to Do Your Own Books? We'll Train You.
If you'd rather manage your own bookkeeping, we offer live training sessions — screen-share or on-site. We'll teach you the right way so your books stay clean and accurate.
Bookkeeping Training
Per-hour rate, remote or on-site
Rate
Contact for Quote
Screen-Share Training
Live remote session over Zoom — we share screens and walk through your software together in real time.
On-Site Training
We come to your office and train you and your team on your bookkeeping software, face-to-face.
On-site training may include travel fees depending on location.
Training is smart. But professional book cleanup saves more.
Here's the truth — most business owners aren't bookkeepers. They start doing it themselves, end up with a mess, and then call us to fix it. Fixing a tangled set of books costs way more than just having us handle it from the start.
DIY with Training
Hourly
Plus cleanup fees every time something goes wrong
Professional Book Cleanup
Custom Quote
Done right, the first time — no mess to fix
If you truly want to do your own books, we'll happily train you. But if your books are already behind or contain errors, our professional book cleanup restores them correctly — often less than the cost of struggling through it yourself.
Tax Preparation & E-Filing — Coming Soon
We're working on formal tax preparation and e-filing as we complete the proper IRS credentials. In the meantime, we keep your books clean, organized, and year-end ready so your CPA or tax preparer has everything they need. Pricing will be based on complexity once the service launches.
Individual Tax Prep & E-Filing
Coming Soon
- ✓Federal income tax return (Form 1040)
- ✓State income tax return
- ✓W-2, 1099, and investment income
- ✓Standard or itemized deductions
- ✓E-filing included
