CLEANUP

Overview:
Our Cleanup package is perfect for businesses that need a one-time, professional intervention to organize their financial records. Whether your books have fallen behind, transactions are disorganized, or your records aren’t ready for tax season, we’ll get your accounting back on track quickly and accurately.

This service is ideal for business owners who want immediate clarity and peace of mind without committing to ongoing bookkeeping or consulting packages.

What's Includes:
• Book Review & Organization:
• Thorough review of all transactions and accounts
• Identification of errors, duplicates, or missing entries
• Categorization and proper coding of income, expenses, and payroll

• Reconciliation & Correction:
• Bank and credit card account reconciliations
• Correction of prior bookkeeping mistakes
• Balancing of ledgers to ensure accuracy

• Financial Statements:
• Preparation of accurate Profit & Loss Statement
• Margin improvement and expense control strategies
• Business expansion and M&A advisory support (if applicable)

• Tax Readiness:
• Ensure all records are organized and compliant for your CPA or tax preparer
• Highlight missing documentation or potential issues that need attention
• 1099 preparation and reporting (optional - additional fee applies)

• Support & Guidance:
• Email support for questions during the cleanup process
• Summary review of completed work and next-step recommendations

Why Clients Choose the Cleanup Package:
• Quickly correct messy or incomplete books
• Avoid penalties or errors during tax season
• Gain clarity and confidence in financial records
• One-time, efficient solution without ongoing commitments

Who It's Best For:
• Business owners with behind-the-scenes bookkeeping issues
• Companies preparing for tax filing or an audit
• Anyone who needs accurate financial records immediately

Ready to Level Up Your Financial Strategy?
Let’s get your financial records organized and accurate. Email us or book your free 30-minute consultation below.