Bookkeeping Clean Up & Catch Up
How Business Owners Get Accurate Numbers Without Spending Hours at Their Desk
If you’re like most of my busy CEO clients…
Bookkeeping can feel like a mess and you don't know if it's accurate. You're losing sleep thinking about it and you don't have the time to figure it out anymore.
You keep saying you’ll “get to it,” but between client work and everything else, your finances have taken the backseat.
When your bookkeeping isn’t current or accurate, it doesn’t just affect tax season… it affects your confidence, your decision-making, and your ability to grow intentionally.
You want to be the informed business owner who knows:
How much you’re actually making
Where your money is going
Whether you can afford that next hire, launch, or investment
But instead of clarity, you feel stuck, stressed, and unsure where to start.
You know you're not a “numbers” person but the anxiety and stress over this is starting to feel heavy.
You’ve built something incredible, clients love your work, your business is growing, and you’re finally seeing a glimpse of that CEO energy you’ve been working toward.
BUT bookkeeping on top of running a business isn't the best use of your time and in MANY cases it costs you clients you could have booked but were busy trying to figure out QBO.
This is your sign that it's the perfect time to have someone take care of you for a change and get the support you need with your bookkeeping.
Just in case nobody told you, you CAN have it ALL (well at least in your bookkeeping)
You CAN have clean books so that you know how much you profited last month
You CAN have accurate financials so that you can invest in adding someone to your team
You CAN have a stress free tax season without missing out on deductions
Let’s Be Honest, This Isn’t Just About Numbers. It’s also about being a smart CEO that knows how to grow with peace of mind.
If you’re like 99% of my clients, you want to be able to open your bank account without that sinking feeling. You want to finally know your numbers inside and out so you can build from them, not hide from them.
Imagine getting an email from me that your QBO file is caught up! So you sit down and look at your income, expenses, profit margins, and what that means for your next move.
After I clean up your books, you feel empowered, informed, and ready. You can stop feeling like you’re just winging it.
Suddenly your goals, like hiring, scaling your revenue AND profit, or taking more time off feel possible, because your decisions are based on real data and not just your best guess.
This is what’s on the other side of my clean up support.
Hi I'm Liz!
I've supported countless clients just like you with my 10+ years of bookkeeping experience. I've not only supported 6-figure clients but helped build a million dollar business and I KNOW what's required as the CEO to do that. I'm one of the bookkeepers who handles your books with care and wants to see your business grow.
I help service-based creatives own their finances like a CEO, no more guessing, no more stress, just more profit. I've seen first hand what's possible for business owners like you, when you have a bookkeeper like me in your corner.
I want to be the support system that lets you know you’re not doing this alone. As the CEO of multiple businesses, I GET how isolating business can be and when you have the RIGHT support it can change how fast your business can grow.
At the end of the day we just want to do what we love in our businesses and I LOVE taking care of your books so you can go do what YOU love. It's a win/win! When I take bookkeeping off your plate, I give you data that you can make decisions, pivot, and grow from. And it will always be at your fingertips putting you in the best position for anything that comes your way.
After so many years of mindfully looking at client transactions every month, I can spot trends and red flags that can be hard to catch when you're too close to it. I consider my role to be the person you can count on to have your financial data give you all the information you need to make growth decisions with confidence. I've had clients in the past that relied on their CPA for bookkeeping and didn't always get the attention or data they needed so they made the switch to a bookkeeper like me.
When you hire me you get a partner that will be strategic with your bookkeeping system and take the time to walk you through what those numbers really mean.
Your Bookkeeping Clean Up Experience
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Your Bookkeeping Clean Up Experience *
Your clean up work goes way DEEPER than just getting it into QBO, it’s a CEO reset for you to take back your time and focus on new goals and scaling instead of trying to make sense of categories in QBO.
Multi-6 and 7-figure business owners are using their books every.single.day...not just during tax season. They need it to see how much they can afford to pay a new team member OR set realistic goals for their business to crush!
Here’s my 3 step catchup plan…
Groundwork: We get you onboarded and lay the foundation for your project
Rootwork: We clean and reconcile your bookkeeping data
Growthwork: We review your deliverables and plan ahead
Once your books are caught up, you're in the BEST position to have your numbers done and reports to you every.single.month and this clean up rolls beautifully into our monthly support. After this one time clean-up work, you'll never need to scramble at year end again.
Pricing
I tailor your rate to YOUR needs. Typically a FULL YEAR of clean-up starts at $4,800.
This is the busiest time of the year and a lot of work to do all at once but rest assured you will get a personalized structured bookkeeping system. Most clients can expect their clean up to be finished within 4-6 weeks. But, after we start work on your clean up, you will have a more exact date of completion.
When you commit to our ongoing monthly bookkeeping services, you'll receive 20% off your clean up.
What’s in it for you?
As a person who has owned several businesses and been part of building a million dollar business, I know firsthand how difficult it is to juggle all the roles and responsibilities. It can leave you feeling unsure and stressed. That’s where I come in and can help fill those gaps for you.
Here’s what you should know…
Bookkeeping is equally as important internally for your business to grow as it is externally for you to prep for taxes
Messy books can cause you to miss out on tax deductions and increase your audit risk
You can incur penalties and interest when filing late or wrong information
Accurate books can simplify the tax preparation process making it a stress free experience
78% of CPA firms charge an extra fee for disorganized files
Tax compliance costs are “67% higher” for small businesses due to incomplete bookkeeping records
Small businesses who use professional bookkeeping & accounting services report ~11.5% more revenue annually
If you think bookkeeping is costly, try running a business without it
FAQs
Why is the price higher than I expected?
A clean-up project requires intense, focused work in a short period of time. I’m rebuilding months (sometimes years) of your financial history, diagnosing issues, correcting errors, setting up proper systems, and delivering fully accurate books you can confidently use for taxes, decisions, and growth.
How long does a clean up take?
I tailor all my services to my clients, looking at all the different factors that make up your specific bookkeeping system. I’ll do an in depth assessment to ensure the clean up will be done in a timely manner since this can be a lot of work done at once.
Do I need to use QuickBooks Online?
Yes! I am a Certified Level 2 QuickBooks Online ProAdvisor and I work exclusively in QBO for accuracy and efficiency. If you’re not yet set up, I can help you get started.
Will I be tax-ready after the clean up?
Absolutely. Your books will be organized, reconciled, and ready for your CPA or tax preparer. In fact, we will go a step further and collaborate with your tax preparer by communicating directly with them to make sure you have all you need to file your taxes for the clean up period.
What happens after the clean up?
You’ll receive your reports, a personalized walkthrough, and then you’ll be in the best position to keep your clean and accurate data whenever you need it, when you transition into ongoing bookkeeping services.
Why don’t you offer multiple clean-up jobs for the same client?
My goal is to help you run your business like a CEO. A one-time clean-up may fix the immediate issue, but it doesn’t set you up for long-term clarity, profit tracking, or decision-making support. And if you’re coming back for clean-up after clean-up… it’s a sign the system still isn’t serving you.
Enough talking and let’s start doing…
Tired of being stuck in decision fatigue? Grab a FREE consult to talk about what your clean up support could look like.
Book your free 15 minute call today and see how getting your books caught up can change how you show up for your business.
