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Cleanup & catch-up
If your QuickBooks hasn't been touched in months, I bring it up to date and you move forward from there, clean.
This is for you if…
- You've gone months (or years) without recording anything in QuickBooks.
- What QuickBooks says looks nothing like what you see at the bank.
- Your tax preparer, your bank or a GC asked for numbers and you don't have them ready.
What you get
- Your QuickBooks up to date and matched to the bank, month by month.
- Clear numbers: how much you made, what you own and what you owe.
- Books ready for your taxes, your bank or your GC.
- The delivery date and the price in writing, before I start.
- If you don't use QuickBooks, we set it up from scratch.
How we get started
- 1. 15-minute call. You tell me how you handle your numbers today and what worries you.
- 2. Written proposal. What's included, when we start and the price, before you commit.
- 3. I take it from there. You stay on your jobs; I keep the numbers and explain what they say.
Common question
Do I need to have every receipt?
Not to start. Statements get us a long way, and I'll tell you what's missing.
How we work
- You work directly with me: you message me and I'm the one who answers.
- Before we start, we sign a written agreement with what's included and the price.
- You give me user access to your QuickBooks. You never give me your password.
- You send me documents through a secure link, never by email or WhatsApp.
- In Spanish or English, whichever you prefer.