QUICKBOOKS PRO ADVISOR
GUSTO PARTNER
CTEC LICENSED
This service is for you if…
You’ve fallen behind and need to catch up months (or years) of records.
You’re preparing for tax filings, funding, or audits.
You want a clean slate before moving into monthly bookkeeping.
Behind on your books?
We’ve got you.
Whether you’re a few months behind or several years, our catch-up bookkeeping services are designed to help you get back on track with clean, organized financials.
Our team will create a custom plan to help you get caught up, cleaned up, and ready to move forward with clarity.
Clean-Up Services Usually Include:
Recording past income and expenses to get you current
Bank, credit card, and loan reconciliations
Backdated bookkeeping
Historical cleanup and error correction
Financial statements for tax or lenders
Coordination with your CPA or tax pro
Clean, organized books delivered with care (and zero judgment)
Assessment
We assess the backlog and create a customized plan.
Clean Up
Our team cleans up, untangles, and puts the puzzle together to organize your records.
All Set
You walk away with clean books and a clear financial picture.