let’s get your books back on track
Behind? Confused? Not sure where things stand? You’re not alone. Many business owners are unsure of how far off their books are—or what it will take to get them current. This service is designed to get you back on track with clarity and confidence.
first step—diagnostic review
Before any cleanup work begins, a paid Diagnostic Review is conducted to assess:
How many months need attention
How many bank, credit card, loan, or merchant accounts are involved
Whether account mapping, categorization, or system setup is required
Any errors, duplications, or missing records that need correcting
🔎 You will receive a detailed report explaining what’s working, what needs fixing, and a transparent quote for your custom cleanup scope. This report is yours to keep—even if you choose not to proceed with services.
💳 This Diagnostic Review is required before any cleanup or monthly work begins.
what cleanup and catch-up includes
Each cleanup/catch-up engagement is tailored based on the findings of the diagnostic review, but may include:
Categorizing and reconciling past transactions
Catching up monthly financials and reports
Updating Accounts Receivable and Accounts Payable
Fixing errors, duplicate, or missing entries
Resetting Chart of Accounts to align with your tax structure and better reporting
Getting the books ready for tax filing, funding, or ongoing bookkeeping
how it works
Schedule a quick intro call
Pay for and sign the engagement for your Diagnostic Review
Receive your personalized review and quote
Once approved, the cleanup process begins
After cleanup is complete, the business is ready for a monthly plan
why it matters
When books are behind or messy, every business decision becomes riskier. The Cleanup & Catch-Up process brings clarity, confidence, and control back to your business finances—so you're not flying blind.
