At a glance
- 3–4 accounts
- Under 100 transactions/mo
What’s included
- Reconciliation of every month behind, one at a time
- Categorization cleanup across 3–4 accounts
- Correction of miscategorized or duplicate transactions
- Caught-up financial statements once complete
- Optional transition into an ongoing monthly bookkeeping package
Who this fits
Businesses with a handful of accounts that have been neglected for a while but kept reasonably organized records.
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 across all accounts until current
- Optional handoff into an ongoing monthly package once caught up