Cleanup & Catch-Up

Bookkeeping Cleanup & Catch-Up

Behind on your books? I turn messy or months-behind books into accurate, tax-ready records for your CPA, financing, and clear business decisions.

What cleanup includes

  • Rebuild months or years of records
  • Use advanced tools to import statements
  • Every transaction reviewed and corrected
  • Bank and credit card accounts reconciled
  • Tax-ready, clear reports for your CPA

Is this you?

  • You're months, or years, behind on your books
  • Your QuickBooks balances don't match your bank statements
  • Your CPA needs clean numbers before tax time
  • You need accurate reports for a loan or financing

How cleanup works

Every file is different, so cleanup is custom quoted after a diagnostic review.

  1. Free 15-minute call

    We talk through where your books stand, how far behind they are, and what you need them for.

  2. Diagnostic review & quote

    I review your books and give you a clear, no-pressure quote based on the actual scope of the work.

  3. Books rebuilt and tax-ready

    Every transaction is reviewed and corrected, and you get clear reports your CPA can work from.

Want to stay caught up afterward? Once your books are clean, monthly plans start at $300/month, so you never fall behind again. See monthly plans

Get your books ready before tax season

Book a free 15-minute call and find out what it will take to get caught up.

Let’s talk about your books

Fill out the form and I’ll get back to you within 1 business day. You can also book a free 15 minute consultation here.

(503) 200-7042
Mon-Fri, 9am-6pm
Portland, OR
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