From a shoebox of receipts to tax-ready financials.
Behind on your books? We restore accuracy from months or years of backlog so you can move forward with confidence.
Untangle the past. Focus on the future.
Feeling overwhelmed by months, or even years, of untracked expenses and messy records? You are not alone.
Whether you are facing a looming tax deadline, applying for a new loan, or simply need to understand your true profitability, we expertly sort, categorize, and reconcile your past transactions. We provide a clean slate and the financial clarity you need to move forward with confidence.
Any of these sound familiar?
You have months (or years) of historical bookkeeping to organize.
You are facing a tax deadline and feel completely unprepared.
You need accurate historical reports to apply for refinancing or secure a new partner.
You have been mixing personal and business accounts and need to separate everything properly.
The thought of sorting through a messy spreadsheet or a pile of receipts is completely overwhelming.
This is more than data entry.
Our cleanup is a full restoration of your financial records. We dig deep so every transaction is accounted for.
Go back as far as needed
Six months or three years. We capture every rental payment and property expense from the period you need cleaned up.
Match books to bank, line by line
We cross-reference your bank and credit card statements with QuickBooks Online, Stessa, or your platform of choice to find and fix every discrepancy.
IRS-friendly categorization
We optimize your chart of accounts for real estate, moving “general expenses” into specific categories like repairs, supplies, or capital improvements.
True picture of your equity
We verify that your security deposits, escrow accounts, and mortgage liabilities are accurately reflected, giving you a true picture of where you stand.
Cleanup questions, answered
Timing depends on many factors such as the volume of transactions and the number of bank accounts involved. We provide a clear timeline during our initial consultation so you know exactly when your tax-ready reports will be ready.
While receipts are helpful, we can start by reconciling your bank and credit card statements. We will help you identify missing documentation and provide a clear list of what is needed to ensure your records are audit-proof.
A major part of our cleanup process is “deciphering” commingled funds. We identify personal expenses paid from business accounts (and vice versa) and record them properly as owner draws or contributions to ensure your business profit is calculated accurately.
Once your books are restored and accurate, we provide a final “Handover Session” to review your new financial reports. At this point, many landlords choose to transition into our Monthly Bookkeeping service to ensure their books stay clean moving forward. This prevents you from ever needing a major cleanup project again.
We can reconstruct your income history by analyzing your bank deposits and cross-referencing them with your lease agreements. This ensures every rent payment, late fee, and pet deposit is correctly recorded for the entire period, providing you with a complete and accurate Profit & Loss statement for tax season.
Do not worry, we see this all the time. Many landlords start a cleanup because their software has duplicate entries or unreconciled balances that do not match their actual bank accounts. We specialize in untangling these software errors to restore your data integrity.
Absolutely. Lenders and buyers require clean, professional financial statements to verify your property’s value. Our cleanup ensures your Profit & Loss statements and Balance Sheets are accurate and ready for underwriting, helping you secure the best possible terms for your next deal.
Ready for a clean slate?
Book a free 20-minute call. We will scope your cleanup, give you a clear timeline, and quote you upfront.
Schedule a Free Call →