Great for: Clients who haven’t touched their books all year or need to prepare retroactive records for taxes, loans, or audits.
Includes:
Full 12-month bookkeeping for up to 5 accounts
Transaction categorization and reconciliation
Clean-up of duplicate entries or previous errors
Year-end summary report + tax-ready documents
1-hour wrap-up session and Q&A
Optional add-on: Set up a system for staying on track moving forward
Great for: Clients who haven’t touched their books all year or need to prepare retroactive records for taxes, loans, or audits.
Includes:
Full 12-month bookkeeping for up to 5 accounts
Transaction categorization and reconciliation
Clean-up of duplicate entries or previous errors
Year-end summary report + tax-ready documents
1-hour wrap-up session and Q&A
Optional add-on: Set up a system for staying on track moving forward
Starting at $1,200 — final price based on account volume + complexity
