Clarity for your books, relief for you.
The Bookkeeping Reset
Initial Consultation and
Diagnostic
We will hop on a call where I will get more details from you and access to your QuickBooks® Online and other services you might use (Square, PayPal, etc). This access will allow me to:
Assess the condition of your accounts
Identify reconciliation gaps
Determine months requiring correction
Define the true scope of work
Diagnostic Review
You receive a written findings summary and a clear project quote.
The $450 diagnostic is credited toward your cleanup project if you move forward.
Cleanup & Reconciliation
Full account reconciliations (bank, credit card, loans)
Correction of miscategorized transactions
Cleanup of prior months or years (as defined in proposal)
Restoration of accurate financial statements
This is structured, methodical work designed to restore clarity and confidence in your numbers.
Cleanup & Reconciliation
When the cleanup is complete, we review your updated reports together so you understand:
Where your business stands
What changed
What needs to happen moving forward
From there, you may choose to transition into ongoing monthly bookkeeping to keep your books clean and current.
Ongoing Bookkeeping Support
For business owners who want accurate, reliable books month after month.
Includes:
Monthly transaction categorization
Account reconciliations
Financial statements
Ongoing communication
This service will require an initial Cleanup Diagnostic.