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Books Cleanup
Behind on your books? I'll get everything caught up, categorized, and reconciled in QuickBooks Online so you have a clean starting point.
From $750, one-time
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San Diego · Bookkeeping & Advisory
Better books. Better decisions.
Hi, I'm Adam, a QuickBooks Online ProAdvisor helping San Diego small business owners understand their numbers.
Book a Free 15-Minute CallQuickBooks Online Certified ProAdvisor · Remote service across San Diego
About the firm
Bookkeeping with a personal connection.
I lead client relationships at Moody Bookkeepers and remain your point of contact as we grow.
Get to know usHow we help
Services & pricing
Most popular
Monthly Bookkeeping
Clean, current books every month so you always know where you stand.
- Monthly bookkeeping and bank reconciliation in QuickBooks Online
- Payroll recorded and reconciled in your books
- Simple monthly financial report
From $500/month
Book a Free 15-Minute CallAdvisory
For owners who want to understand their numbers and grow with a plan.
- Everything in Monthly Bookkeeping
- Monthly 30-minute numbers review call
- Guidance on cash flow, profitability, and growth decisions
From $3,000/month
Book a Free 15-Minute CallThese are starting prices. We'll agree on the work and a clear quote after reviewing your books.
QuickBooks Online setup and catch-up or cleanup work are quoted separately.
Need bill pay or invoicing help? Available as an add-on, priced based on your volume.
FAQs
How much do your plans cost?
Books Cleanup starts at $750, one-time, Monthly Bookkeeping at $500/month, and Advisory at $3,000/month. We agree on the exact scope and price after reviewing your books.
What is included in Monthly Bookkeeping?
Monthly bookkeeping and bank reconciliation in QuickBooks Online, payroll recorded and reconciled in your books, and a simple monthly financial report.
What is the difference between Monthly Bookkeeping and Advisory?
Advisory includes everything in Monthly Bookkeeping, a monthly 30-minute numbers review call, and guidance on cash flow, profitability, and growth decisions.
Who will work on my account?
I oversee the work and remain your point of contact. As we grow, I may bring in carefully managed outside support.
How will I receive my updates?
Each client has a private dashboard for shared updates and reports, plus a reviewed monthly summary that can be downloaded.
Do you prepare tax returns?
No. We're a bookkeeping and advisory firm, not a CPA firm. We provide financial records your tax preparer can use, but we don't prepare tax returns, perform audits, or provide tax or legal advice.
Let's talk about your books.
Based in San Diego. Bookkeeping and advisory for growing small businesses.
Book a free 15-minute call