Switching
Behind on your books? That's the part we're fastest at.
Most businesses stay with a bookkeeper they've outgrown because switching means somebody has to untangle the mess. We've built our practice around exactly that work. We can absorb years of backlog in a fraction of the time it used to take — and we'll tell you the cost before we start.
The transition
Three steps, and you know the cost at step two.
- 1
We review what exists
Read-only access to whatever you have — the file, the spreadsheets, the shoebox. We find out how far back it goes and what's actually wrong before anyone quotes anything.
- 2
We quote the cleanup as a fixed scope
One number for the catch-up work, in writing, with what's included and what isn't. You approve it before we start. No open-ended hourly meter running in the background.
- 3
We get you current, then keep you current
Backlog cleared and reconciled, then you roll onto the monthly service and the books close on a schedule from there.
Sound familiar
None of this is unusual. All of it is fixable.
- Months or years behind on reconciliations
- A bookkeeper who left, or stopped responding
- Unfiled returns and unopened notices
- A balance sheet nobody can explain
- Payroll running through a system nobody reconciles
- A file that was never really set up correctly
We're not going to make you feel bad about the state of it.
We won't ask you to fix anything before we take it — untangling is the work.
You'll hear the cost before we start, not after.
Your records move into an accounting file you own.
Nothing lives in a system you can't access. Your QuickBooks or Xero file is in your name, your payroll account is yours, and if we ever part ways you keep everything — no export request, no hostage situation.
What about unfiled returns and notices?
They come with the cleanup. Tax services are performed by or under the supervision of a licensed CPA, and IRS and state notices are handled by our CPA, who is authorized to represent you before the IRS.
Send it to us. We've got it.
Start with the free Financial Checkup. We'll tell you how far behind you actually are and what it takes to get current.