At a glance
- 1–2 accounts
- Under 50 transactions/mo
What’s included
- Reconciliation of every month behind, one at a time
- Categorization cleanup across 1–2 accounts
- Correction of miscategorized or duplicate transactions
- Caught-up financial statements once complete
- Optional transition into an ongoing monthly bookkeeping package
Who this fits
Small accounts that slipped a few months, not a few years: low complexity, low account count.
Working with us
- Free assessment to determine exactly how many months need cleanup
- Fixed per-month quote before any work begins: no open-ended billing
- Month-by-month reconciliation until your books are current
- Optional handoff into an ongoing monthly package once caught up