Services · one fixed price
Expert bookkeeping,
done right.
Cleanup, setup, coaching, and fractional controller services. No monthly retainers. Just clean, accurate books — and one fixed price, agreed up front.
How we help
Whether you're catching up, starting fresh, or scaling.
Bookkeeping Cleanup
Most popularWhether it's 6 months or 6 years behind, we untangle co-mingled accounts and deliver tax-ready financials.
- Full bank & credit card reconciliation
- Transaction re-categorization
- Tax-ready financial statements
- 30-day post-delivery support
Catch-Up Bookkeeping
Behind, but not broken? We record months or years of unentered transactions and bring you current, reconciled, and tax-ready.
- Month-by-month systematic catch-up
- Fixed price, no hourly meter
- Tax-ready financials + CPA coordination
- 30-day post-delivery support
New Business Setup
Platform selection, chart of accounts, bank connections, and reporting — configured properly from day one.
- Platform selection & configuration
- Custom chart of accounts
- Bank & payment connections
- Owner training session
Coaching
Personalized QuickBooks and Xero training. Learn at your own pace with an expert who speaks plain English.
- One-on-one screen-sharing sessions
- Customized to your business
- QuickBooks & Xero expertise
- Practical, hands-on learning
Fractional Controller
Strategic financial oversight, payroll, and reporting without the full-time salary.
- Financial oversight & reporting
- Payroll & AP/AR management
- Policy & process development
- Strategic financial guidance
Not sure which service
you need?
A free 30-minute discovery call — no pressure, just an honest conversation about where your books stand.
Still weighing options? Compare project cleanup vs. monthly bookkeeping, or see how we tailor cleanup to your industry.