Book a time, complete a short intake, and meet on Zoom for 30 minutes. We’ll review your setup, flag risks, outline quick wins, and give you an action plan. If we’re a fit, you’ll get a custom quote. No pressure.

Plans start at $350/month and depend on accounts, transaction volume, A/R & A/P, payroll journaling, sales tax, and any cleanup. You’ll get a firm, transparent quote after the session.

A full QBO check on up to 3 bank accounts (+$100/account, cap 8): chart of accounts, reconciliations, duplicates/misclassifications, and a report + Zoom walkthrough with next steps

Yes. We scope the cleanup by month, fix reconciliations, reclassify transactions, bring reports current, then move you to steady monthly service.

Typically 5–10 business days after we receive access and documents. Cleanup timelines depend on scope. We’ll outline it as more accurately as soon as we complete your strategy session.

Yes. We prepare and file Texas sales tax and keep your records ready for you.

Absolutely. We deliver clean books and year-end packages and coordinate with your CPA. (We don’t provide income tax prep or tax advice.)

Cancel anytime. Month-to-month with a 30-day notice. Cleanup services are provided under fixed-fee and scoped in advance.