If your QuickBooks file hasn’t been updated in months, a cleanup review can restore accurate records before tax season. Don't let messy QuickBooks or unsettled books hold you down. Know where you stand financially before tax season begins so you can file with confidence.
"Most Clients come to me 3-12 months behind - I'll get you caught up fast and tax-ready"
Small businesses without a bookkeeper
Sole proprietors filing Schedule C
Freelancers and independent contractors
Gig workers earning 1099 income
If you're nodding your head to any of these, you're in the right place:
👉The "Receipt Shoebox Effect"
❌Effect: You have months of expenses sitting in a folder (or an inbox) waiting to be entered.
👉The Mixed Account Mess:
❌Your personal and business transactions are tangled up, making tax deductions a guessing game.
👉The QuickBooks "Ghost Entries"
❌You see balances that don't match your bank statements, and you aren't sure how to fix
👉The Tax Deadline Dread:
❌You know tax season is coming, but your books aren't even close to ready for a Schedule C filing.
I don't just "enter data" - I organize & reconstruct your financial picture so it's accurate and audit-ready.📄
✅Comprehensive Reconciliation: I match every transaction to your bank and credit card statements to ensure 100% accuracy.
✅Deduction Maximization: I categorize your expenses specifically for Schedule C reporting, ensuring you don't overpay the IRS.
✅Error Correction: I'll find and fix duplicate entries, misclassified assets, and "uncategorized" transactions that clutter your file.
✅Final Delivery: You’ll receive a clean Profit & Loss statement and a Balance Sheet that your CPA will actually be happy to see.
👉"Our cleanup rates start at $75.00 per hour. Most projects of this size fall between $300 and $600, I will provide a firm customized quote after our initial consultation so there are no surprises."
👉With over 30 years of professional accounting experience, I specialize in forensic cleanups that other bookkeepers find overwhelming.
Confidential & Secure: Your financial data is handled with the highest level of privacy and professional integrity.First item
Small Business Specialist: I focus specifically on freelancers, gig workers, and sole proprietors who need someone who understands their unique tax needs.
Audit-Ready Results: My goal isn't just to "fix the books"—it's to give you a solid foundation that stands up to scrutiny.
"Not sure how far behind you are? No problem - I'll review your situation and outline exactly what needs to be done"
For security reasons, please do not submit Social Security numbers or financial documents through this form.