We'll get your QuickBooks caught up and reconciled — at a fixed price you approve before any work starts. Most catch-ups are done in about a week. And when you stay on for monthly books, your cleanup fee comes back to you.
Every month they sit untouched, the problem gets more expensive — and the decisions get harder.
Miscoded and missing transactions bury real deductions. Your CPA can't file accurately on numbers that don't reconcile — so you hand Uncle Sam more than his share.
When the books don't match the bank, you can't trust your own reports. You're guessing on payroll, on hiring, on whether you can actually afford that next move.
Lenders and buyers want clean financials. Unreconciled accounts and a tangled chart of accounts are exactly what kills a loan approval or drags out due diligence.
Tax deadlines loom, the backlog grows, and it feels like too big a mess to even start. So it waits — and the scramble at year-end gets worse.
You'll know the exact number before we touch a thing — no hourly meter, no surprise invoice. Stay on for monthly bookkeeping and we credit the cleanup fee right back to you.
Up to ~12 months back · up to 6 bank, credit card, or loan accounts to reconcile · statements available. Most done in about a week.
Multi-year, missing statements, 6+ accounts, or personal and business mixed together? Book a quick assessment and we'll scope it — then give you a fixed, competitive price, often less than you'd expect.
For context, most small businesses invest about 3–5% of revenue in accounting and finance. A one-time cleanup is a fraction of that — and it pays for itself in deductions you stop missing.
Pay your fixed cleanup fee, then we credit it back across your first months of monthly bookkeeping. So when you keep your books with us — which, once they're clean, is the easy part — your fresh start essentially pays for itself. No risk in finding out where you stand.
Give us read-only access to QuickBooks — that's all we need to see what's off and how far back it goes. No guessing, no judgment.
You see the price and timeline before any work begins — and a reminder that it's credited back when you start monthly books.
You upgrade us to standard accountant access so we can do the work — then it's reconciled and tax-ready, usually in about a week, with rules set so it stays that way.
A licensed CPA reviews the work — so what your tax preparer receives is actually right, not just done.
Modern systems mean catch-ups that take other firms weeks take us days — without cutting corners on accuracy.
Books, taxes, and fractional CFO when you're ready. You won't re-explain your business to three different firms.
Wherever your business is, we work entirely through Zoom and your QuickBooks — no office visits, no being limited to your zip code.
"May is the rare combination of technically skilled, detail-oriented, and deeply client-focused… Working with May has been one of the best long-term decisions I've made for my financial foundation and business growth."— wchancel · Verified QuickBooks ProAdvisor review
Book a free assessment and get a fixed quote this week. You'll finally know exactly where you stand — and what it takes to fix it.
