Let’s be honest — being behind on your books is stressful.
Business owners don’t fall behind because they don’t care.
They’re busy running their business — and bookkeeping gets pushed aside.
Our job is to clean things up, get those messy or inaccurate books behind you, and deliver confident numbers to your tax preparer.
HERE’S EXACTLY HOW WE GET YOU CAUGHT UP AND CPA-READY
✅ Schedule a call
We start with a short, focused call to understand your situation, how far behind things are, and what your CPA needs — we recommend the right next steps without pressure or overwhelm.
✅ Create a clean up plan
Whether your months, or years behind, you’ll get a straightforward and efficient plan outlining what needs to be cleaned up, what we’ll handle for you, and what the timeline looks like — no surprises, no unnecessary work.
✅ Sit back while we handle your books
Once we have access to the data, we'll organize past transactions, reconcile accounts, and bring everything current so your books reflect what actually happened — not estimates or guesswork.
✅ CPA reports delivered with confidence
Then we prepare your reports and coordinate with your CPA or tax preparer so tax filing can move forward smoothly and without the back-and-forth.