Who it's for:
Owners who need their books corrected, rebuilt, or brought up to tax-ready condition.

Price is scoped upon review of books and amount of cleanup needed.

Includes:

Transaction Review & Categorization

• Reviewing all past transactions
• Recategorizing incorrect/uncategorized transactions
• Ensuring expenses align with IRS-approved business categories
• Identifying personal transactions & coding as Owner’s Draw / Distribution

Account Cleanup

• Removing duplicates or unused accounts
• Rebuilding chart of accounts following best practices
• Fixing negative balances (undeposited funds, loan accounts, payroll liabilities)
• Correcting asset, liability, and equity misclassifications
• Ensuring loans are properly recorded and balanced

Financial Integrity

• Rebuilding accurate Profit & Loss
• Rebuilding accurate Balance Sheet
• Reconciling all accounts to the bank
• Fixing historical errors and mismatches
• Ensuring revenue & expense timing is correct
• Fixing beginning balances if needed

Final Deliverables

• Clean & accurate P&L + Balance Sheet
• Document outlining what was fixed
• Recommendations to maintain clean books moving forward