QuickBooks a Mess? Let’s Fix That—Without Judgment.
If you're behind on your books or unsure what's accurate, you're not alone. With clean books, you’ll finally know where your business stands, stop worrying about tax time, and feel confident making decisions. It all starts with a 20-minute discovery call to see what you need and if we’re the right fit.
Let’s Be Honest—Bookkeeping Might Not Be Your Thing (And That’s Okay)
You haven’t looked at your books in months (or longer)
You tried fixing things in QuickBooks, but it only got more confusing
Your CPA keeps asking for reports—and you don’t know how to get them
You feel like your books are a mess, but don’t know where to start
You’re making business decisions blind because your numbers aren’t reliable
You’re losing sleep worrying if your books are right
What’s Actually Involved in a Cleanup?
Every QuickBooks cleanup is different, but here’s what you can expect after our first consult:
We clean up past transactions and make sure your books match your bank and credit card statements
We fix mistakes and put expenses and income in the right spots
You get reports that actually make sense to you—no accounting jargon
We make sure your expenses are set up correctly—so you keep the right deductions without raising IRS red flags
I walk you through everything so you know exactly what’s fixed and why
How We Work Together
1. 20-Minute Discovery Call
We’ll talk through your bookkeeping challenges, get a feel for whether we’re the right fit, and learn what you need most.
2. Review
I take a closer look at your QuickBooks file to see what shape your books are in and identify the problem areas.
3. Findings & Recommendations
We meet to go over what I found, talk through your options, and I share my recommendations—with no surprises.
4. Quote & Next Steps
You’ll receive a clear proposal with pricing and a path forward—so you know exactly what to expect and can move ahead with confidence.
Why Clients Trust Us
"Thank you for ALL your hard work! It is such a relief to me to know I have you in our corner"
Based in the Bay Area, we serve business owners and real estate investors who need clean books, reliable numbers, and no judgment.
Ready to Stop Avoiding Your Books?
Your clean slate starts with a no-pressure discovery call. We’ll talk through your needs, review your books, and outline a plan that makes sense for your business—and your budget.
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