Problems · symptom first
Name the problem. We'll show you the fix.
Start from what's gone wrong: the file that's a mess, the months behind, the account that won't reconcile, the CPA who can't work with it. Find your symptom below, read what's actually happening underneath it, and see the fix.
Seven bookkeeping problems, diagnosed honestly — each routed to the fix and a fixed-fee review.
The symptom, in your words
Each page opens with the problem the way owners actually describe it — no jargon to translate first.
What's actually happening
The mechanism underneath, explained plainly — so you understand the fix instead of just buying it.
The path, fixed-fee
A clear route to the matching service and a fixed price in writing — including an honest "you're fine" when it applies.
Find your symptom
Which of these sounds like your books?
Seven bookkeeping problems, described in plain words. Pick the one that fits — each is solvable.
“QuickBooks is a mess.”
Balances that look too high, an account list several hands have reshaped, reports nobody trusts anymore. What's actually broken — and what a fix involves.
Diagnose a messy file Behind on the books“Months — or years — behind.”
Whole periods never recorded, a deadline closing in. Why behind compounds, what catch-up really takes, and how to sequence it.
Behind on bookkeeping Not ready for the CPA“The CPA can't work with these books.”
Tax season, a loan, or an audit is here and your books aren't clean enough to file from. What CPA-ready means and how to get there fast.
Books not ready for CPA Bank won't reconcile“The bank says one thing, the books another.”
A leftover difference that refuses to clear while unreconciled months pile up. The mechanical causes, and why forcing a zero makes it worse.
Bank won't reconcile Unreconciled accounts“Everything's entered twice.”
Duplicate transactions, ballooning undeposited funds, a balance sheet that double-counts. The specific errors behind an account that won't tie out.
Unreconciled accounts Prior bookkeeper left“The bookkeeper left — now what?”
Access you don't have, periods left unreconciled, no handoff notes. How to recover the file and pick up the next close, with any missing period scoped separately.
Prior bookkeeper left IRS notice, books not ready“The IRS sent a letter — and the books can't answer it.”
Your CPA or EA owns the response; the books it stands on are our lane. The two-lane split, the noticed-period rebuild, and what exam-ready means.
IRS notice, books behindMore than one fits? A file several months behind can show two of these at once. The free review tells you exactly which, and scopes them together as one fixed fee.
Already know what you need?
Skip the diagnosis — go straight to the service.
If you already know the shape of the fix, start from the service hub instead of the symptom.
Bookkeeping
Cleanup, catch-up, reconciliation, and a reconciled monthly close — messy or behind books rebuilt from source and kept clean.
Bookkeeping servicesQuickBooks
Cleanup and management of QuickBooks Online and Desktop — the file fixed inside the software you already own.
QuickBooks servicesAccounting
Operational accounting around the books — statements you can read, reporting you can act on, a CPA-ready handoff every year.
Accounting servicesWant to understand the numbers first? The owner guides teach the mechanics — what a P&L says, what a cleanup costs, what a bookkeeper costs.
FAQ · Updated October 2026
Quick answers before you pick a page.
Can't tell which one is yours? Get a free books review — we name it, and tell you the fixed fee before any work.
Start with a diagnosis
Stop guessing what's wrong with your books.
We open your file and name the problem in plain terms: cleanup, catch-up, reconciliation, or "you're fine." You leave with a written scope and its fixed fee, not a figure tossed out over the phone, and the look itself costs nothing.