Maybe your books are two years behind. Maybe your bank is asking for financials you don't have. Maybe you just opened the doors on a new business and want it built right from day one. Whatever the project, we tackle it as fixed-fee, defined-scope work — done in weeks, not months — and you decide if you want to keep us on after.
Book a Discovery Call →"My books are behind. Way behind."
If your books are six months, twelve months, or three years behind, you're not unusual. You're not negligent. You're not a bad business owner. You're busy running a business that grew faster than your accounting did — and now you can't get a loan, can't file taxes, can't sell the company, and can't sleep at night because nobody actually knows what's going on.
Catch-Up & Cleanup is how we fix that.
It's not just data entry. It's a four-phase rebuild:
About 70% of catch-up clients ask us to take over the books going forward — usually because the experience of being behind was painful enough that they don't want to do it again. The other 30% take the cleaned-up books and run them with their internal team or another bookkeeper. Both are fine. We don't pressure either way.
"We've never met an owner who wasn't relieved after their catch-up was done. Even when the news isn't great, knowing is better than wondering."
Fixed fee, quoted in writing after a 30-minute diagnostic call. Pricing depends on how far behind you are, transaction volume, and how clean (or messy) the existing records are. Most catch-ups land between $3,000 and $15,000. Multi-entity or oilfield catch-ups can run higher.
You pay in stages, not all up front. And we'll tell you the price before we ever ask for a credit card.
Get a Catch-Up Quote →"My banker wants real financials."
Your bank, your SBA lender, your equipment-finance partner, or the investor across the table doesn't want what QuickBooks spits out. They want a real financial package — three years of properly formatted statements, reconciled, internally consistent, and signed off by a CPA.
That's what we build.
Three reasons, usually:
"Curtis is a CPA who came up through banking and corporate finance — which means he reads loan packages the way the underwriter reads them. He knows what makes lenders say yes, and just as importantly, what makes them say no."
Fixed fee, quoted up front. A clean single-entity package usually runs $3,000–$5,000. Multi-entity, oilfield, or businesses with significant catch-up before we can produce the package run higher. We'll quote the cleanup and the package separately so you see exactly what you're paying for.
Get a Loan-Ready Quote →"Built right from day one."
The cheapest mistake to fix is the one you never make. We've cleaned up a hundred businesses that started without a real accounting foundation, and the same five problems show up every time: wrong chart of accounts, commingled bank accounts, mis-classified payroll, missed sales-tax registration, and no system for tracking expenses.
New Business Setup makes all of that go away in your first month.
"The first three months of a business shape the next three years. Get the foundation right and the rest is easier — get it wrong and you're paying us to fix it in 2028."
Fixed fee, $2,500–$6,000 depending on complexity (number of entities, industry quirks, sales tax setup). Includes 90 days of monthly bookkeeping so you don't have to figure it out on your own while you're trying to land your first customers. After 90 days you can transition to a monthly engagement, hand it off to your internal team, or pause until you need us again.
Start Your Business Right →"Selling in 2 to 5 years."
When you sell your business, the buyer's accountants will run something called Quality of Earnings on your books. They'll look for personal expenses you ran through the company, one-time items inflating profits, revenue that hasn't been earned yet, and any sloppy bookkeeping that lets them argue your real EBITDA is lower than what you're claiming.
Every dollar they can knock off your real earnings comes off your sale price — usually multiplied by 4 to 8 times. A $50,000 earnings adjustment turns into a $200,000 – $400,000 price cut. Sloppy books are the most expensive thing in a sale.
"Owners who start exit prep two years before the sale routinely net 15–25% more than owners who start six months out. The math is straightforward: more clean history, fewer surprises in diligence, less leverage for the buyer to chip the price."
Exit prep is typically a project engagement plus a monthly engagement. Cleanup project is usually $5,000–$25,000 depending on size, complexity, and how many years we're restating. Ongoing monthly engagement is in our standard range ($3K–$7K+). For most sellers, our total fee over 2 years is recovered many times over in sale-price preservation.
Start Prepping Your Exit →"I got the letter. Now what?"
You got a letter. It's from the IRS, the Texas Comptroller, your bank, your HOA's auditor, or — depending on your industry — a regulator. It says "audit," "examination," "review," or "request for documentation." You read it, your stomach drops, and you start Googling.
Stop Googling. Call us. Most audits go better than owners expect once a CPA is in the room.
"An IRS letter feels like an emergency. It's almost never an emergency. It's a process — usually a slow one — and the owners who panic and respond fast without help end up paying more than the owners who pause, call a CPA, and respond properly."
Fixed fee, quoted after we read your specific letter. Sales-tax audits typically $2,500–$6,000. IRS examinations $3,500–$12,000. HOA and lender audits vary. We'll tell you the price before we ask for any commitment.
Get Audit Help Today →"My QuickBooks is a disaster."
QuickBooks works great when it's set up properly. When it's not — and it usually isn't — it becomes a black hole that swallows your time, your trust in the numbers, and eventually your patience. We rescue broken QuickBooks files for a living.
"QuickBooks isn't the problem. The way most bookkeepers set it up is the problem. We fix the setup and the software does its job."
$2,500 to $10,000+ depending on file size, number of entities, and how much rebuilding is needed. We quote you a fixed price after a free 30-minute diagnostic review. If we look at your file and decide the cheapest path is a clean rebuild rather than a repair, we'll tell you — that's often actually less expensive.
Rescue Your QuickBooks →Most catch-up engagements take 30 to 90 days depending on how far behind the books are and the complexity of the business. Six months of catch-up is often done in 4 weeks. Three years of catch-up usually takes 8 to 12 weeks.
QuickBooks Rescue engagements typically range from $2,500 for a simple file repair to $10,000+ for multi-entity rebuilds. We provide a fixed-fee quote after a 30-minute diagnostic conversation — no hourly billing surprises.
Most lenders require three years of business financial statements (P&L and balance sheet), three years of tax returns, a current debt schedule, accounts receivable aging, accounts payable aging, and often a 12-month cash flow projection. We assemble all of this in a single loan-ready package.
Most do, but they don't have to. Roughly 70% of our catch-up and QuickBooks rescue clients transition to monthly engagements because they don't want to fall behind again. The other 30% take the cleaned-up books and run them in-house or with their existing bookkeeper. Either is fine — we don't pressure either way.
Fixed fee, quoted up front, paid in stages. We assess the scope during a discovery call, give you a written proposal with a defined scope and price, and bill at agreed milestones. No hourly billing, no surprise invoices.
We'll tell you immediately and discuss the options before doing additional work. Scope changes happen — usually because we find something during the work that wasn't visible during discovery — and we'd rather pause and have a conversation than surprise you with a bigger bill.
A 30-minute discovery call. We listen to what you've got going on, ask the questions that matter, and tell you straight up whether it's a project we can take on and what it would cost. No pitch, no pressure.