Messy books? Let’s fix them.

If your QuickBooks doesn’t match your bank, your numbers don’t make sense, or your books are behind - I’ll clean everything up and get you back on track.

This service is for you if…

  • Your QuickBooks doesn’t match your bank account

  • Your books are behind or inconsistent

  • You’re seeing negative balances that don’t make sense

  • You’re bank accounts have never been reconciled

  • You’re not confident in your financials or some balances are not accurate

  • You’ve been meaning to fix it but haven’t had the time

Request a Cleanup Assessment

What’s included in a cleanup?

I go through your books and fix what’s broken so your financials are accurate, organized, and usable going forward.

  • Review and identify errors and inconsistencies

  • Clean up and correct historical transactions

  • Reconcile bank and credit card accounts

  • Fix account balances (including negative or incorrect balances)

  • Ensure everything is categorized properly

  • Align your books with reality

  • Walk you through the steps, underlying problems, and how everything was fixed

  • Share the spreadsheets and other supporting backup for future reference

Not just cleanup - clarity going forward.

Once your books are cleaned up, I don’t just hand them back and walk away.

I provide a clear summary of your financials along with key setups or process flows that may have been incorrectly created. Upon request, I also provide cheat sheets for usage going forward to ensure the best practices are implemented and the books don’t end up messy once again.

The goal is not just clean books, but financial clarity you can actually use.

  • "Stephanie's attention to detail and commitment" to quality truly stood out. We’ve already recommended her to others.

    —Joyffles

  • "Fast, reliable, and genuinely passionate about what she does."

    —Christina Haas

  • "Stephanie is very easy to work with, accommodating and understanding of our continually shifting needs. She is very adept at explaining accounting to non-accounting people, and she has been as asset in helping our small business understand the workings of Quickbooks."

    — Jenifer

  • "Explains things very clearly. Great at giving tool and showing the bigger picture."

    — Audrey

Get started today.

Book a consultation