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Behind on your books? We help bring the months we agree on up to date, one step at a time.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $750–$2,000 or more per project. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Find the gaps. We check which months and accounts are behind. We agree on the records to update before work begins.
2. Send your records. We give you a safe way to share bank and card statements, receipts, and your current books. We tell you what is missing.
3. Bring the books up to date. We sort the entries and match the agreed accounts to your bank and card statements. We ask about items that are not clear.
4. Receive your records. You get the records we agreed to update, plus a list of open items that still need your input.
What is not included?
The quote covers only the months, accounts, and work we agree on. Tax return prep, filing forms, and extra fixes outside that scope are not included unless our written agreement says so.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.
Behind on your books? We help bring the months we agree on up to date, one step at a time.
What you pay today
You pay a $200 deposit now. It counts toward your full service fee. It is not an extra fee.
The full fee is estimated at $750–$2,000 or more per project. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Find the gaps. We check which months and accounts are behind. We agree on the records to update before work begins.
2. Send your records. We give you a safe way to share bank and card statements, receipts, and your current books. We tell you what is missing.
3. Bring the books up to date. We sort the entries and match the agreed accounts to your bank and card statements. We ask about items that are not clear.
4. Receive your records. You get the records we agreed to update, plus a list of open items that still need your input.
What is not included?
The quote covers only the months, accounts, and work we agree on. Tax return prep, filing forms, and extra fixes outside that scope are not included unless our written agreement says so.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.