Restore Order Fast.
Start Fresh.
No More Chaos.

Typical fixes are one-time patches. We deliver fast, thorough cleanups that restore order and accuracy, then transition into proactive weekly guidance—ensuring books stay clean, leaks are prevented, and you gain real-time clarity for lasting control and growth.

No. We start with a conversation about your goals and challenges. No file upload or sensitive data is required for the free consultation—just real value and clarity you can apply right away.

We dive deep: reconcile every transaction, correct mis-categorizations, fix historical errors, and rebuild accurate books from the ground up. We then layer on weekly cash flow guidance to prevent future mess, track habits, and give you strategies for stability and growth—all with full transparency and commitment to doing whatever it takes.

Anyone with messy, inaccurate, or outdated QuickBooks books who needs a fast, professional reset to trustworthy financials. Common situations include:

• Preparing for tax season and wanting to avoid IRS penalties, missed deductions, or audit triggers from errors/duplicates.
• Facing an audit or IRS notice and needing clean, reconciled records that stand up to scrutiny.
• Applying for a business loan, line of credit, or funding—lenders require accurate financial statements and balance sheets.
• Working with a new accountant, CPA, or financial advisor who won't touch messy books without a cleanup first.
• Selling your business or preparing for due diligence—buyers/investors demand error-free historical data and reports.
• Dealing with slow/crashing QuickBooks files, bloated charts of accounts, unreconciled accounts, or constant discrepancies (e.g., bank balances not matching).
• Transitioning from DIY bookkeeping, a previous bookkeeper, or bad setup—fixing negatives, undeposited funds, payroll glitches, or commingled personal/business expenses.
• Simply wanting peace of mind: accurate profit/loss, cash flow visibility, and reliable numbers for confident decisions—no more guessing or stress.

If your books are causing frustration, delays, or risk, a cleanup gets you back on solid ground quickly—often as the first step before ongoing bookkeeping or advisory.

Yes—100%. We use secure, encrypted access with your explicit permission only, back up files before any work, follow strict privacy protocols, and access only what’s needed for consultations or services. Your data security, confidentiality, and trust are non-negotiable.

Pricing is straightforward, transparent, and tailored to the actual work needed—no hidden fees or pressure to commit long-term.

For standalone QuickBooks Cleanups (a one-time service), we charge a flat project fee based on the complexity and scope:

• Determined after a free diagnostic review of your file (no data upload required upfront—just a quick screen-share or summary from you).
• Typically ranges from a few hundred to a few thousand dollars, depending on years of history, volume of transactions, severity of issues (e.g., unreconciled accounts, duplicates, payroll glitches, bloated data), and how far back we need to go.
• We'll provide a clear quote and scope before any work begins, so you know exactly what you're investing in and what you'll get (clean books, accurate reports, error fixes, handover summary).

Cleanups are fully standalone—you can take your refreshed QuickBooks file and run with it yourself, hand it to your CPA/accountant, or use it for loans/taxes/audits/selling your business.

Our goal is real impact—delivering trustworthy numbers that reduce stress, save time/money on taxes or compliance, and give you clarity fast. Everything is customized to fit your situation and budget.

I partner deeply with each person—weekly check-ins, personalized insights based on your unique finances and habits, and hands-on support—so I keep spots intentionally limited to provide the highest level of care and results. Only a select few health builders and frontline heroes get this dedicated attention at a time.

We stand behind our work with a straightforward guarantee: if you're not seeing meaningful clarity, restored accuracy, or progress after the cleanup (when following through), we’ll make it right or refund—no questions. Our flexible, impact-driven approach means you only pay for value received—we share the risk to ensure real results.

If it feels like a fit, we outline personalized next steps (e.g., cleanup scope or gentle onboarding). If not, you leave with valuable insights and no obligation. Either way, you gain immediate clarity on your finances and practical steps toward stability and growth.