Clean QuickBooks.
Clear decisions.
If your books are behind, you’re guessing on cash flow, payroll, and taxes. Let’s fix that! Fast, clean, and reliable.
Why This Matters
Right now, you might be making “good enough” calls with bad numbers. That’s exhausting.
Here’s the shift: you go from “I think we’re fine” to “I know where we stand.”
Example: we reconcile your bank + credit cards, clean up uncategorized transactions, tighten the chart of accounts, and deliver a clean P&L + Balance Sheet you can hand to your CPA, partner, or board.
Tiny detail: we often start with the last 90 days so you get clarity quickly (people skip this part), then we work backward until the books are fully caught up.
Rule of thumb: if the accounts aren’t reconciled, I don’t trust the reports.
Who This Is For
- You’re behind in QuickBooks and you keep saying “I’ll catch up this weekend.”
- Your last bookkeeper went quiet when you needed an answer.
- You need reports you can show a partner, a lender, a board, or a funder without cringing.
- You’re running payroll and you want it handled correctly—no guesswork.
- You’ve got a sticky note that says “fix QuickBooks” and it’s starting to feel personal.
What You Get
A focused 15-minute session designed to bring clarity to your numbers. We’ll identify what’s working, what’s off, and outline the next best step forward so you leave with clean reporting and a clear plan of action.
Reconcile
Reconcile every bank + card so your balances match real life
CLEAN
Clean uncategorized and mis-coded transactions so reports make sense.
Organize
Organize your chart of accounts so you can read your business at a glance
Deliver
Deliver clear P&L + Balance Sheet reporting you can use immediately.
Support
Support payroll workflows (QuickBooks Payroll, Gusto, ADP, Paychex) without dropped balls.
Maintain
Maintain weekly or monthly bookkeeping so you don’t fall behind again.
QuickBooks Online is our accounting platform of choice because it is the industry leader, robust enough to handle 100% of the accounting needs for virtually all small businesses.
Proof in Performance
Hear from clients who’ve gained clarity, confidence, and control over their finances.
Next Step
Book the 15 minutes. Bring your mess. Bring your questions.
We’ll look at what’s behind, what’s wrong, and the first clean step to take. You’ll leave with a simple plan—and a clear next move.
Cheynel is extremely responsive. She understands what’s needed and keeps us steady. Our board and funders trust the numbers now.
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