Cleanups & Catchups

Starting at $1,500/year**

Because sometimes the story needs a strong rewrite before the next chapter can begin.

When your books are behind or out of order, this service helps you get back on track—cleanly and confidently. We’ll go through past months (or even years) to identify what’s missing, what’s miscategorized, and what needs to be corrected.

Here’s what’s included:
•Categorizing past transactions accurately
•Reconciling bank, credit card, and loan accounts
•Cleaning up duplicate or misused accounts
•Adjusting opening balances if needed
•Fixing chart of accounts structure
•Reclassifying income and expenses properly •Ensuring consistency across periods
•Providing clean, audit-ready records

This work creates a reliable foundation for everything going forward—monthly bookkeeping, tax prep, budgeting, and strategic planning.

**Pricing depends on the number of months needing cleanup, transaction volume, and overall condition of your file.


Is it time to rewrite a clean draft of your story?

Book a Free Discovery Call!