Years behind is a starting point, not a verdict.
We rebuild books from bank and card statements when there is no QuickBooks file, no prior bookkeeper, or a file that was left in a mess. Multiple years at once, reconciled properly, then handed back clean along with the returns that were waiting on them. This is a one time project, quoted in writing before we start, and you do not need a monthly plan to hire us for it.
No plan needed. We confirm the number in writing before any work begins.
Profit & Loss
Closed · Day 12 / 15- Revenue$348,210
- Cost of goods sold($142,880)
- Gross profit$205,330
- Operating expenses($118,440)
- Net income$86,890
Everything in the fee, covered.
No add-ons and no surprise hourly invoices. If it is on this list, it is included.
- We rebuild the books directly from bank, credit card, loan, and merchant statements when no usable file exists.
- We catch up multiple years in one project, oldest year first, so each year opens on balances we can support.
- We rebuild the chart of accounts so the numbers group the way your business actually runs.
- We reconcile every account statement by statement against the statements you can produce, and we tell you plainly which periods we could not source rather than closing over the gap.
- We fix prior year balances, clear the suspense and uncategorized buckets, and document every assumption we made.
- When you want us to, we prepare and sign the federal and state returns that depend on the corrected years, business and individual.
- We hand back a clean QuickBooks Online file with reconciliation reports, a written summary, and the open questions listed plainly.
- These are management basis records prepared for you and for your returns. We do not issue an audit, a review, or a compilation report, so if a lender or an investor requires one we will say so early and refer you to a licensed firm that can, and we will hand that firm a clean file.
- We are happy to stop there. If you would rather we keep the books current every month afterward, we can, but the cleanup stands on its own.
What the fee covers, and what is not.
Available as one off project work, not only inside a monthly plan. Quoted in writing before anything starts.
- We prepare and deliver this work in house, and the returns that come out of the corrected years are prepared and signed by our own PTIN holding preparer.
- The rebuilt books are management basis records.
- We do not issue audits, reviews, or compilations, so if a lender or investor requires an accountant's report we will tell you up front and coordinate that piece with a licensed firm in our partner network under a signed engagement letter.
- This is quoted in writing as a one time project before any work begins.
Three steps, and you know the price before step three.
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01
We read your file first
Your books, your prior returns and what has actually been filed. Nobody quotes you a number before seeing what is really there.
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02
You get the number in writing
Scope and price agreed before any work starts, so there is no second invoice arriving later with a surprise on it.
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03
The work happens where you can see it
Progress, documents and the finished result live in your portal, not buried in an email thread you have to search.
One firm, one fee, no surprises.
- Two or more years behind
- Shoebox of statements, no software
- Prior bookkeeper walked away
- Loan or filing deadline forcing the cleanup
What changes after you switch.
- Every account
- Reconciled to the statements you provide
- Multi year
- Caught up in one project
- Written summary
- Assumptions documented, not hidden
Ready to see your numbers clearly?
Begin the free 14 day assessment. No card. You keep the deliverables either way.