The work
What Cleanup & Catch-Up looks like in practice.
Provisional copy. Replace with a paragraph that explains how this engagement runs day to day – cadence, communication, tools, what changes for the owner.
A clean-up engagement covers
- Diagnostic of current books and QuickBooks file
- Multi-month or multi-year transaction cleanup
- Re-categorization to a coherent chart of accounts
- Bank and credit card reconciliations through current period
- Adjusted financial statements you can hand to your CPA
- A written summary of what we found and fixed
Is this for you?
Ideal client fit.
Best for
- Growing businesses with ~$1M+ in annual revenue
- Owners who want reports they can actually act on
- Teams not ready for an in-house finance hire
Not the right fit
- Pre-revenue companies
- Tax-only engagements (we partner with CPAs)
- Investment, wealth, or M&A advisory needs
Ready to talk?
Tell us about your business. We will scope the work and quote it before you commit.