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BEHIND ON YOUR BOOKS? YOU'RE NOT THE FIRST.
Tax deadline coming up. IRS sent a letter. Your CPA won't file until your books are clean. Whatever the reason, we've seen it before and we fix it fast. Months behind. Years behind. We get you caught up.
Sound Familiar?
IF THIS IS YOUR SITUATION
Tax deadline is weeks away and your books are a mess
Your CPA needs clean records to file. We get your books in order fast so you don't miss the deadline or file an extension you don't need.
You got a letter from the IRS or PA Department of Revenue
Panic is normal. What you need is organized financial records. We clean up your books so your CPA or tax attorney can respond with accurate numbers.
Your CPA fired you (or threatened to)
It happens more than you'd think. CPAs don't want to spend 20 hours untangling messy books before they can even start on your taxes. We fix the mess so your CPA can do their job.
You haven't looked at your books in 6+ months
Every month you wait makes the cleanup bigger and more expensive. The good news: we've cleaned up books that were 14 months behind in just 6 weeks.
You're applying for a loan and the bank wants financials
Lenders need accurate P&L statements and balance sheets. We get your books current so you have real numbers to show the bank. Not guesses.
You're selling your business and need clean records
Buyers and their accountants will dig into every number. Messy books kill deals or reduce your sale price. We make sure your financials tell the real story.
The Process
HOW WE FIX IT
Free Consultation
We review your situation on a 30-minute call. How far behind are you? How many accounts? What's the urgency? We give you a clear scope and honest timeline. No charge.
We Gather Your Records
Bank statements, credit card statements, receipts, invoices. We tell you exactly what we need. If you're missing records, we help you get them from your bank.
We Clean Everything Up
Every transaction categorized. Every account reconciled. Duplicates removed. Uncategorized expenses sorted. We work in QuickBooks Online so you have access the entire time.
You Get Clean Books and a Plan
We deliver reconciled books, accurate financial reports, and a recommendation for staying current going forward. Your CPA gets organized records they can actually use.
Longest cleanup completed, delivered in 6 weeks
Average CPA bill reduction after cleanup
Average onboarding time for new catch-up clients
Every week you wait costs you more.
The longer your books sit, the bigger the cleanup. Let's talk about what it takes to get you current.
Real Talk
WHAT HAPPENS WHEN YOU KEEP WAITING
Missed deductions add up
Every month without proper categorization is money left on the table. We've found $8,400 in missed deductions for a single client in the first cleanup. See the most commonly missed deductions.
CPA bills get expensive
CPAs charge $150-$400/hour. When they have to sort through a year of messy records before they can even start on your taxes, you're paying top dollar for work a bookkeeper does at a fraction of the cost.
Penalties and interest compound
Late filings, missed quarterly payments, and unreported income all come with penalties. The IRS charges interest on top of penalties. PA and local municipalities add their own. It snowballs.
You're making decisions blind
Without accurate books, you don't know your real profit margins, your actual cash position, or whether you can afford that next hire. You're guessing. And guessing gets expensive. Learn how to read your P&L statement.
Related Services
WHAT COMES NEXT
Catch-Up Bookkeeping
The full cleanup service. We go through every transaction, reconcile every account, and deliver clean books to you and your CPA.
Learn moreQuickBooks Cleanup
If your QuickBooks file is the problem (duplicates, uncategorized transactions, unreconciled accounts), this is the targeted fix.
Learn moreMonthly Bookkeeping
After the cleanup, stay current with monthly bookkeeping from $399/mo. Books closed by the 15th. Every month. Never fall behind again.
Learn moreCommon Questions
FREQUENTLY ASKED QUESTIONS
We have cleaned up books that were 14 months behind and delivered the finished product in 6 weeks. We have handled two-year backlogs. Three-year messes. If there are bank statements and records to work from, we can fix it. The timeline depends on how many transactions and accounts are involved, but we will give you a clear estimate before we start.
It depends on how far behind you are and how complex your finances are. A 6-month cleanup for a simple business might be $1,500 to $2,500. A multi-year cleanup with multiple accounts could be $3,000 to $5,000 or more. We quote every job individually after reviewing your situation. No surprises.
Yes. We work alongside your CPA or tax professional to provide the clean financial records they need to respond to IRS or state notices. We do not handle the tax response directly (that is your CPA or tax attorney), but we get the books in order so they can do their job.
This is one of the most common reasons clients call us. We clean up your books in QuickBooks Online and deliver organized, reconciled records directly to your CPA. Most CPAs in the Pittsburgh area know our work and trust it.
We strongly recommend it. Catching up is the hard part. Staying current is the easy part. Our monthly bookkeeping plans start at $399/month. Most clients who go through a cleanup sign up for monthly service so they never fall behind again.
Most new catch-up clients are onboarded within 3 to 5 business days. We start with a free consultation to understand your situation, then provide a clear scope and timeline. Once you approve, we get to work immediately.
STOP DREADING YOUR BOOKS. LET'S FIX THIS.
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
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