Getting caught up is simpler than you think.
Four steps, one flat price, and a real person the whole way
Your data and software
The four steps
- Mostly QuickBooks; ask if you use something else
- You never give me your bank login
- You control my access and can turn it off any time
- I never put account numbers or tax IDs into AI tools
- AI does the first pass; I review every entry
- 1. Free 30-minute call about where your books stand
- 2. Flat-fee quote: one price and a finish date
- 3. Cleanup: your books current and reconciled, and I walk you through the results
- 4. Monthly bookkeeping, if you want it. Your call.
Do you do my taxes?
Is there a long contract?
No. I get your books clean so your CPA can do them faster. If you don't have a CPA, I can point you to a few.
No. Monthly bookkeeping is month to month, or save 10% a month with a 2-year agreement. Either way, you work with me directly, by email or phone.