Get Started
Get Your Books CPA-Ready in Weeks — Not Months
- Fixed pricing — no surprise invoices
- CPA-ready financials
- Clear completion timeline
- Dedicated bookkeeping support
- Clean Books or We Keep Working Guarantee
Answer a few questions (takes less than 2 minutes) and we'll recommend the right cleanup package for your business.
No phone number or email required until you're ready to proceed.
Question 1 of 7
How far behind are your books?
Select the option that best describes your situation.
📅
1–3 months behind
Recently fallen behind
📆
4–6 months behind
Half a year of catch-up
🗓️
7–12 months behind
Most of the year needs cleanup
📦
More than 12 months behind
Significant backlog — possibly multiple years
🤷
Not sure / I don't know
We'll recommend our most comprehensive option
Please select an option to continue.
Question 2 of 7
How many bank & credit card accounts need cleanup?
Count each account separately — checking, savings, credit cards, etc.
1
Tap + or − to set the count, then tap Continue
or
🤷
Not sure / I don't know
e.g. books were left by a former employee — we'll sort it out
Question 3 of 7
Is this for one business or multiple?
Multiple entities may require custom scoping.
🏢
One business
Single entity cleanup
🏗️
Multiple businesses
Two or more entities
Please select an option to continue.
Question 4 of 7
What software are you currently using?
Select all that apply.
QuickBooks Online
✓
Xero
✓
Wave
✓
ResMan
Property management software
✓
Spreadsheets
✓
None / Not sure
✓
Please select at least one option.
Question 5 of 7
How many employees do you have?
Enter 0 if you have no W-2 employees. Used to estimate payroll add-on pricing.
0
Tap + or − to adjust
Question 6 of 7
What best describes the services you need?
Select all that apply.
🧹
Bookkeeping Cleanup / Reset
Catch up on past transactions and reconcile
✓
📋
Ongoing Monthly Bookkeeping
Regular bookkeeping going forward
✓
💼
Payroll Services
Payroll processing add-on
✓
🤔
Not sure yet
Help me figure out what I need
✓
Please select at least one option.
Question 7 of 9
Who currently handles your bookkeeping?
👤
I do it myself
📋
A bookkeeper or staff member
🏛️
My CPA handles it
❌
Nobody right now
Please select an option to continue.
Question 8 of 9
Do you have a CPA deadline?
An urgent deadline may affect which package we recommend.
📅
No hard deadline right now
Flexible on timing
📌
Yes — within 1–3 months
Coming up but some runway
🔥
Yes — within 30 days
Urgent — needs priority handling
Please select an option to continue.
Question 9 of 9
When would you like to get started?
⚡
As soon as possible
📆
Within 2 weeks
🗓️
Within a month
🔍
Just exploring right now
Please select an option to continue.
Analyzing Your Requirements…
Matching your answers to the right package
- Months behind reviewed
- Number of accounts assessed
- Business complexity evaluated
- Employee count considered
- Package matched to your needs
⚠ Custom Scope Required
Custom Review Needed
Your situation doesn't fit neatly into one of our standard reset packages — and that's okay.
That usually means one of three things:
✅ Multiple entities needing cleanup
✅ Urgent CPA deadline requiring priority handling
✅ Higher-than-average transaction volume or complexity
✅ Multiple entities needing cleanup
✅ Urgent CPA deadline requiring priority handling
✅ Higher-than-average transaction volume or complexity
Please schedule a quick consultation so we can review the details and provide a realistic, fixed-price quote.
One Last Step
Pick a time below for your free 15-minute consultation. Calendly will collect your contact details when you book.
Select a consultation time
You're all set!
Thank you — your answers have been submitted.