The Financial Fresh Start
(Catch up & Clean-Up)
Clean Slate. Audit Ready. Future-Focused.
If your bookkeeping has fallen behind or contains errors from previous months (or years), our clean up service is designed to wipe the slate clean. We don’t just fix numbers; We build a solid foundation so you can move forward with confidence.
Our Services
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Best for: The Small Business owner 3–6 months behind who needs a quick catch-up and a clean, compliant foundation.
Volume & Complexity: Up to 2 bank/ credit card accounts; No Payroll.
One-Time Investment: starting at $600.
Estimated Timeline: 2-3 weeks.
Retainer Fee $250
The Credit Back Policy: Your project retainer is credited back toward your first monthly commitment, up to 100% of the first month’s fee.
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Best for: Businesses that haven't looked at their books for a full tax year and need to separate personal from business expenses.
Volume & Complexity: 3-5 accounts; involves separating personal from business expenses (commingled funds); reconciliation of basic payroll entries.
One-Time Investment: Starting at $1,500.
Estimated Timeline: 3-4 weeks.
Retainer Fee $500
The Credit Back Policy: Your project retainer is credited back toward your first monthly commitment, up to 100% of the first month’s fee.
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Best for: Multi-entity small businesses or those with years of backlog needing forensic-level reconstruction.
One-Time Investment: Custom Quote (Starting at $4,000+).
Estimated Timeline: 4-6+weeks.
Retainer $750
The Credit Back Policy: Your project retainer is credited back toward your first monthly commitment, up to 100% of the first month’s fee.
The Financial Fresh Start Framework
Precision Reconstruction for
Small Businesses (1–500 Employees)
The 4-Step Roadmap to Clarity
The Diagnostic Deep-Dive: I perform a forensic analysis of your current records to identify exactly where the gaps and errors exist.
The Strategic Roadmap: I provide a prioritized action plan and a firm project quote based on the complexity of your historical backlog.
The Forensic Execution: I do the heavy lifting—reconstructing your data and correcting errors while you focus on leading your business.
The Hand-Off & Transition: I deliver your pristine, audit-ready books and, if you're ready, seamlessly transition you into a Monthly Maintenance Plan.
What’s Included in Your Fresh Start
Historical Reconstruction: Full forensic review of bank statements and receipts to ensure every single transaction is accounted for.
Account Reconciliation: I balance all bank, credit card, and loan accounts to the penny for total accuracy.
Forensic Error Correction: Identifying and fixing duplicate entries, miscategorizations, and uncategorized transactions that distort your profit margins.
CPA-Ready Financials: Delivery of clean Profit & Loss statements and Balance Sheets prepared specifically for your tax professional.
Systems Optimization: I configure your QuickBooks or Xero settings to enterprise-grade standards to prevent future data issues.
The Credit Back Policy: 100% of your initial diagnostic fee is credited back toward your first monthly service commitment once the reconstruction is complete.
The Diagnostic Advantage
Forensic Inventory: A deep-dive examination of your general ledger to identify the exact volume of missing data and structural errors.
Dedicated Workflow Slot: Your diagnostic fee secures a priority position in our project queue, ensuring your reconstruction starts on a firm timeline.
Custom Project Blueprint: Instead of a generic estimate, you receive a fixed-fee proposal based on the actual complexity discovered in your books.
Zero-Waste Investment: 100% of the diagnostic fee is credited back toward your first monthly service retainer once your books are brought current.
Why Reconstruction Matters
Audit-Proof Foundations: We transform "messy" data into professional-grade financials that meet CPA and IRS standards.
Profit Visibility: Accurate categorization allows you to see exactly where your small business is leaking cash and where you are most profitable.
Structural Scalability: We clean up your "Chart of Accounts" so that as your team grows toward 500 employees, your financial system can handle the volume.
Seamless Hand-Off: We don't just fix the past; we set up your QuickBooks settings to ensure the future remains error-free.
