Bookkeeping & Cleanup

Clean books make everything else easier.

Monthly bookkeeping, catch-up work, and full cleanups. When your records are organized, tax prep is faster, decisions are clearer, and stress goes down.

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Experience & approach

Bookkeeping that actually serves your business

Bookkeeping experience spans beverage businesses, home-care franchises, nonprofits, and self-employed individuals. Past work includes full cleanup engagements — taking books from months or years behind and reconciling everything from scratch — as well as ongoing monthly support for businesses that want consistent, owner-ready financials every month.

The focus is on making the records actually useful — not just technically correct. That means reports you can read, categories that make sense for your business, and books that support better tax filing when the time comes.

Transaction categorization and cleanup
Bank and credit card reconciliations
Monthly close and owner-ready financial summaries
Catch-up and back-period cleanup
QuickBooks and Excel-based workflows
Books structured to support tax preparation
Reporting improvements and structure overhaul

How to start

Describe the situation

How far behind? What software are you using? Monthly or one-time cleanup?

Scope confirmed, flat price quoted

Evan reviews and confirms pricing before any work begins. No open-ended billing.

Cleaner books delivered

Reconciled, organized records with reports you can actually use.

Pricing is always negotiated upfront

The starting prices below are estimates. Every engagement is scoped individually. The best first step is always a quote request.

Pricing

Starting estimates — scoped per client

Every engagement is different. These are starting points — actual pricing is confirmed after reviewing your situation and scope.

Monthly — Starter

$200

per month, starting at

For very small businesses with lighter transaction volume and straightforward monthly needs.

Transaction categorization

Basic reconciliation

Monthly financial summary

Questions answered directly

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Most Common

Monthly — Standard

$350

per month, starting at

For growing businesses that need consistent monthly organization and reporting support.

Full monthly close

Bank & credit card reconciliation

Owner-ready reports

Income statement & balance sheet

Priority access for questions

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Cleanup / Catch-Up

$300

per month behind, starting at

For overdue books that need to be reconciled, corrected, and brought back under control.

Full historical cleanup

Catch-up reconciliations

Category corrections

Reporting structure reset

Tax-ready outputs

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All pricing is flexible and finalized before work begins

These are starting estimates only. The actual price depends on transaction volume, how far behind the books are, software used, and overall complexity. A quote request is always the best first step.

Past work

Recent engagements

Beverage business cleanup

Performed full cleanup and monthly support to restore reconciled books and consistent expense categorization for a beverage distribution company behind on records.

Home-care franchise support

Organized books and reporting for a home-care franchise that needed cleaner operational visibility and more reliable monthly numbers for management decisions.

Tax-aligned bookkeeping overhaul

Restructured bookkeeping categories so monthly reports aligned with tax preparation needs, reducing year-end cleanup time and improving accuracy of filed returns.