Clean-Up / Catch Up

Starting at $400 / month

If your accounting has been neglected for months or years, we can clean it up. Pricing is based on the number of historical months in review (up to 12 months).

Categorize All Bank Transactions

We categorize business transactions to the correct categories based on customer-provided information and compliance/proof of purchase. Service is limited to 3 connected accounts: checking, savings, and credit card.

Audit / Reconcile Business Accounts

We audit and reconcile included bank accounts for the specified time period.

Finalized Financial Reports

Included in the Clean-Up / Catch Up service are year-to-date finalized financial reports.

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