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Poised Books

Expert-led cleanup


Human expertise. Exacting precision.

Every cleanup is led start to finish by Elizabeth — a QuickBooks Advanced Certified ProAdvisor — working methodically through your file to catch what others miss and hand you back books you can trust.


01
Fixed Project Price
02
Reconciled to the Penny
03
Tax-Ready Financials
04
No Billing Surprises

The process

Five phases. Zero guesswork.

One certified expert leads every step — a disciplined, methodical process with every number accounted for.

01

Discovery

We review your QuickBooks or Xero file, bank statements, and pain points — mapping exactly where the problems are and where to focus first.

02

Diagnosis

We analyze your financials and build a prioritized plan, so nothing gets overlooked and you see the full scope — and your fixed price — before any work begins.

03

Cleanup

Elizabeth leads every judgment call — vendor reclassifications, loan entries, equity corrections, and tax positioning — account by account, month by month.

04

Verification

Every reconciliation is cross-checked: bank feeds matched to statements to the penny, with a full review of the balance sheet and P&L.

05

Handoff

You receive clean books, clear reports, and a live walkthrough. We train you on maintaining accuracy going forward so the cleanup sticks.