Light Clean-Up (1–3 Months)

$450.00

Includes:

  • Categorizing up to 3 months of transactions (2 accounts)

  • Income & expense report

  • Reconciliation of bank/credit accounts

  • Custom spreadsheet or QuickBooks file

  • 1 review call (30 min)

Great for: Clients who just fell behind recently or need a one-time year-end cleanup.

Includes:

  • Categorizing up to 3 months of transactions (2 accounts)

  • Income & expense report

  • Reconciliation of bank/credit accounts

  • Custom spreadsheet or QuickBooks file

  • 1 review call (30 min)

Great for: Clients who just fell behind recently or need a one-time year-end cleanup.