Initial Financial Cleanup

This service is for the moment you look at your books and think, "I don't even know where to start." I step in and sort through the backlog so you don't have to. Every bank account, credit card, loan, and receipt gets reviewed, corrected, and brought current, turning messy records into numbers you can finally trust.

I reconcile past months, fix miscategorized transactions, and track down gaps that could cause headaches at tax time. If you've been mixing business and personal spending, or switching between spreadsheets and software, that gets cleaned up too. The goal is a solid, accurate starting point rather than another quick patch.

Once everything is in order, I walk you through what changed, where money was slipping through the cracks, and what habits will keep things clean going forward. Many owners roll right from this into a monthly bookkeeping package so the books never get this stressful again. If your financial records feel like a pile of tangled wires, this cleanup turns them into a neat, labeled panel you can actually understand.