Get Your Books Caught Up
and Systems Fixed
(Without the Overwhelm)
Get back on track and finally understand what story your financial data tells. Whether you need to catch up on backlogged transactions or fix systems that aren't giving you useful insights, we'll get you organized and confident about your business finances.
Understanding Your Needs: Catch-Up vs. Clean-Up
Get Current Package
When You're Behind on Data Entry
Investment: Custom Quote Varies based on complexity and timeline
You have systems in place, but you're weeks or months behind on entering transactions, reconciling accounts, or organizing receipts. You need to catch up so you can see where your business actually stands.
Perfect if you:
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Have been too busy to keep up with bookkeeping
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Are facing tax deadlines and need current records
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Want to get back on track with monthly bookkeeping
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Have a system that works, but you've fallen behind
Financial Foundation Reset
When Your System Needs Fixing
Investment: Starts with $200 audit + implementation costs based on complexity
Your QuickBooks exists, but it's not giving you useful information. Reports are confusing, categories don't make sense, or you're not sure if your data is accurate. You need your system fixed so it helps you understand your business.
Perfect if you:
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Get reports you can't understand or trust
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Have accounts that don't reconcile properly
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Need better organization and categorization
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Want your QuickBooks to tell your business story clearly
You're behind on your books and it feels overwhelming
Whether it's data entry or system problems, you know you need help but don't know where to start. We'll assess what you need and develop a plan.
You're ready to understand where your business stands
You want more than just caught-up books—you want to understand what your financial data reveals about your business.
You need financial records for tax season
Deadlines are approaching and you need organized, accurate books. We'll prioritize getting you current and tax-ready.
You want systems that work for your business
You're tired of fighting with your bookkeeping or getting reports that don't help. You want organized systems that give you real insights.
You prefer working with someone who gets it
You want a partner who understands the challenges you face without judgement, not just someone who processes transactions.
These Services Are Perfect If You:
What's Included
Get Current Package
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Complete catch-up of all transactions to current date
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Bank and credit card reconciliation for all periods
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Receipt organization and categorization
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Sales tax catch-up (if applicable)
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Accounts payable and receivable cleanup
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Financial reports showing your true current position
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QuickBooks® optimization & automation
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Updated systems customized to your needs so you don't get behind again.
Investment
Custom Quote
All services start with a Free Financial Clarity call to review your current situation and discuss how we can help.
Pricing varies based on:
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How far behind you are (weeks, months, or years)
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Transaction volume and complexity
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Number of accounts and business entities
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Condition of existing records
Financial Foundation Reset
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Initial audit to assess what needs fixing
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Detailed report of issues and recommended solutions
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Implementation services (priced based on complexity):
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Chart of accounts reorganization
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Transaction re-categorization and cleanup
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Account reconciliation and error correction
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Custom report setup for your business needs
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QuickBooks® optimization and automation setup
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Training on new systems so it doesn't get messy again.
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Investment
$200 Initial Audit + Custom Implementation Quote
All services start with a Free Financial Clarity call to review your current situation and discuss how we can help.
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Initial audit: $200 (required first step)
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Implementation services: Priced individually based on audit findings
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You'll know exactly what everything costs before we begin any work
Add-On: Historical Financial Analysis
Transform your catch-up or cleanup into strategic insights:
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Cash flow pattern analysis - understand your business cycles
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Profitability assessment - see which parts of your business are most profitable
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Cost structure review - identify where money might be leaking
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Pricing and margin insights - general overview of your pricing effectiveness
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Strategic recommendations - actionable steps for improving financial performance
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Trend identification - patterns that can inform future decisions
Investment
$500
All services start with a Free Financial Clarity call to review your current situation and discuss how we can help.
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Can be added to any service for comprehensive business insights
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Includes general cost and pricing review, but is not as comprehensive as our dedicated Confident Pricing Analysis packages.
Benefits & Features
Fast Turnaround
Most catch-up and cleanup projects completed within 2-4 weeks, depending on complexity. You'll know exactly where you stand quickly.
Strategic Insights
With the Historical Financial Analysis add-on, you'll understand not just where you are, but what your data reveals about opportunities and challenges.
Thorough Accuracy
We don't just enter data—we review, organize, and ensure everything is properly categorized so your reports actually mean something.
Tax Preparation Ready
Organized records make tax preparation smoother and help ensure you don't miss deductions or make costly errors.
Future Prevention
Whether catching up or cleaning up, we'll set up systems and processes so you don't end up in this situation again.
Financing Ready
Clean, accurate books help if you need to apply for loans, attract investors, or make major business decisions.
“[Andrea] genuinely cares about helping businesses succeed and will go above and beyond to provide exceptional service”
Eric Foutch, Managing Partner, Marketing Agency
Frequently Asked Questions
Ready to Get Back on Track?
Schedule a free Financial Clarity Call to discuss your catch-up or cleanup needs and get a custom quote.
We'll assess exactly what you need, explain the difference between catch-up and cleanup for your situation, and provide transparent pricing so you know exactly what to expect.