Too busy to catch up a new client with messy books?
Services
book a session
What you get
Have a question about a bookkeeping cleanup?
Who it's for
- 1 hour call
- Access to call recording and notes
- Access to all workflows, checklists, and materials created for you during call
$100
Pick My Brain - Cleanup Help
Ready to start
- Review balance sheet opening balances
- Identify transactions that need to be brought up to date
- Assess volume and complexity of transactions
- Video overview of findings and recommendations for ongoing bookkeeping
$100
Add-On Books Review Report
- List of areas that need to be cleaned up
- List of what needs to be done to bring the books up-to-date
$150
Want to know what’s wrong with the books so you know what to fix to be tax-season ready?
Books Review
what you get
Who it's for
Do the cleanup for me
- Bookkeeping software setup with customized Chart of Accounts
- Record and categorize income and expenses
- Reconcile bank accounts, credit cards, payment processors, loans, and lines of credit
- Prepare Profit & Loss and Balance Sheet
- Resolve Accounts Receivable and Accounts Payable discrepancies
- Recommendations for ongoing maintenance
Pricing is dependent on the complexity of the books (number of bank and credit card accounts, loans, payment processors, entity type, etc.) A quote is required before starting the project.
Ready to catch up neglected, messy books so you can onboard a new client?
Books Refresh
What you get
Who it's for
Who it's for
Bookkeeping Training
- Fill out the contact form to schedule a free call
- Complete the contract and first payment to begin the project
- Enjoy your organized books!
Get started
