Take Care of 2026 in 2026.
Start the new year looking forward.
Behind on your books?
You’re not alone.
Running a business takes a lot of time and attention, and sometimes the bookkeeping falls behind.
Maybe you haven’t reconciled in a few months. Maybe there are transactions you’re not sure how to categorize. Maybe QuickBooks has simply gotten messy enough that you don’t know where to begin.
You don’t need to have it figured out before asking for help. We start with what’s actually there and work forward from there.
Catch up missing months
Bring bookkeeping that’s fallen behind up to date.
Reconcile accounts
Match your QuickBooks records to your bank and credit-card statements.
What can I help clean up?
Correct categorization
Review transactions that were categorized incorrectly or left unresolved.
Clean up duplicates & errors
Identify entries that don’t belong or have been recorded more than once.
Sort out owner transactions
Properly account for business expenses paid personally, contributions and draws.
Get ready for year-end
Finish with organized, up-to-date books and financial reports for you and your tax preparer.
No judgement.
Just a starting point.
Messy books aren’t a moral failing. They’re simply information about what happened in your business.
Bookkeeping is about representing that reality accurately. We start with your bank and credit-card statements, your transactions, and the records you actually have. Then I work through the tangle to get your books organized, reconciled and up to date.
You don’t need to clean things up before you hire someone to clean things up. That’s the point.
Ready to get caught up?
Tell me a little about your business and where your bookkeeping stands. I’ll review your answers and reach out about the next step.
Every cleanup is different. I’ll take a look at what your books actually need before providing a flat-rate quote.
