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Cleanup + Monthly Bookkeeping with Tax-Ready Focus (Orange County)
offered virtually
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If your books are behind, messy, or you’re not confident the numbers are correct, I can help you get caught up and keep everything clean and tax-ready going forward.
This is ideal for service-based businesses who:
• Are behind on bookkeeping (a few months or more)
• Need a true cleanup, not just “quick categorization”
• Want books maintained with a tax-ready mindset
• Value professionalism, clear communication, and consistency
• Use QuickBooks Online (QBO only)
Cleanup work may include:
• Catch-up bookkeeping for prior months
• Bank & credit card reconciliations
• Fixing miscategorized transactions and inconsistencies
• Cleaning up uncategorized or uncleared items
• Organizing your file so your CPA can work efficiently
Ongoing monthly bookkeeping includes:
• Monthly reconciliations
• Clean, reliable financial statements
• Consistent categorization and documentation support
• A structured monthly process designed to keep books CPA-ready
Pricing:
Monthly bookkeeping starts at $300+/month depending on complexity.
Cleanup or catch-up work is quoted separately after a brief review.
Next step:
Email preferred (calls are okay). Please include:
• Your name
• Business name
• Phone number
• What you need help with and how far behind you are
QuickBooks Online only.