Behind on your books or your returns? There’s a door on the other side of this — let’s get you through it.
How most people end up here
It usually starts with a loan application. A mortgage, a business line of credit, a refinance. The lender asks for tax returns and you realize you haven’t filed — because the bookkeeping was never done. What felt like a problem you could deal with later is now standing between you and something you need.
Sometimes it’s simpler than that. A year got away from you. You meant to keep up with the books and didn’t. Now it’s a mess and you don’t know where to start. We do.
How it works
Assessment
We start by reviewing the scope — number of accounts, volume of transactions, and how far back we need to go. No surprises on price.
Bookkeeping cleanup
Every transaction categorized, every account reconciled. We work through the backlog until the books are clean and accurate.
Tax return preparation
Once the books are clean, the returns can be filed. Business and personal, for whatever years are outstanding.
Ongoing monthly service
After cleanup, most clients move to monthly bookkeeping so this never happens again. We build the system that keeps it clean going forward.
The sooner the better
If a loan is waiting on your returns, time matters. The sooner we start the cleanup, the sooner the returns get filed, and the sooner that door opens. Most cleanup projects move faster than clients expect — especially when everything is in one place.