Shoebox of receipts from last year
Sorted, scanned, categorized, and turned into clean books before we touch the return.
Cleanup
Messy Records, Cleaned Up
Spreadsheets, receipts, exchange exports → one clean, defensible return.
Bookkeeping cleanup is the reconstruction and reconciliation of a business's books — from bank statements, receipts, and prior software — into accurate, tax-ready financial records.
Licensed CPA Former IRS Revenue AgentAll 50 states
Turnaround
Scoped per project
Pricing
Hourly or flat-fee after a scoping call
What's included
Every engagement covers
Bookkeeping reconstruction
We rebuild from bank statements when QuickBooks is unusable.
Receipt & statement organization
Categorized, dated, and tied back to source documents.
Categorization of mixed transactions
Personal vs. business split correctly so deductions hold up.
Catch-up bookkeeping
Months or years of missing entries brought current.
No judgment — just resolution
However it got this way, we move forward from here.
Typical situations
You're in the right place if…
Books that haven't been touched in months
Reconcile every account back to a known-good starting point, then bring current.
Inherited mess from a prior preparer
We unwind the errors, document the corrections, and amend if needed.
FAQ
Frequently asked questions
Also in scope
Related services
Small Business & Entity Returns
Schedule C, partnerships, and S-Corps handled with deduction strategy baked in.
IRS Notices & Resolution
Calm, strategic response — not panic. Former IRS Revenue Agent on your side.
Tax Planning
Proactive, year-round strategy that helps individuals, business owners, and investors keep more of what they earn.
Next step