We will examine your existing financial records as far back as you need for completeness and accuracy, identifying discrepancies or missing information.

After a review of your records, we will propose a fee and completion estimate for the work that is needed to get your books in order.

Once we have agreed on a fee and timeline, we will get to work reconciling your records, categorizing your transactions, and making sure that everything is matching and you are good to go going forward.

While the goal of this service is to hand your books back to you when the clean up is completed, we would like to continue working with you! Schedule a call to discuss what monthly services we offer.