Clean Slate

Clean-up & Catch-up Bookkeeping

A fresh start, done with care and strategy.

Clean Slate is where we begin again. We start by bringing peace to what feels chaotic by organizing your financial records and reconciling messy or months-behind books. We turn confusion into clarity and offer valuable insights. No judgment, just a fresh, accurate foundation to build on.

A dark-themed infographic with a brown and black color scheme, featuring a beige cloud-shaped caption that reads 'Best For: Business owners who need a fresh start! No matter how far behind or tangled the mess, this is our forte!' The infographic discusses services related to clean-up and catch-up bookkeeping, including initial review and assessment, transaction categorization, chart of accounts standardization, reconciliation of bank accounts, credit cards, liabilities, fixed assets, and loans, as well as historical record reconciliation, accounts payable, receivable, bank and credit card activity, clear Q&A process, tailored financial reporting, tax-ready books, and ongoing bookkeeping for business owners looking for a fresh start.
Infographic titled 'Clean Slate' promoting bookkeeping services for business owners behind on their bookkeeping, listing various services including review, correction, reconciliation, and reporting, with a message encouraging a fresh start for those in need.

Got Questions? We’ve Got Answers!

Here are some of our most frequently asked questions. Do you still have a question? Reach out and ask!

  • All recurring services have set monthly prices for the year. Project-based services will be charged per project. Pricing is determined at the beginning of the engagement.

  • Recurring services are automatically billed via ACH on the 20th of every month. Project-based services require a retainer at the start of the engagement and are billed on a milestone basis or upon completion.

  • For weekly bookkeeping, at the beginning of your engagement, a schedule will be set up so you know when to provide and receive communication. Monthly bookkeeping will be worked on in the weeks following the end of the month.

  • No, we do not! We do, however, have great partnerships with firms that do prepare tax returns and can provide a referral.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • Yes! We love payroll and happily provide this as an add-on to recurring services or as a separate service if that’s all you need.

  • We use QuickBooks Online and Xero.

  • We service clients remotely across the United States!

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day!

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