01 / Assess
Start with what you have.
We identify the accounts, time periods, documents, and gaps involved so you know what cleanup requires before we begin.
Clean books. Fresh start.
For trades, contractors, and service businesses that have fallen behind on their books.
We clean up historical bookkeeping, reconcile accounts, organize records, and get your financial information back to a place you can use.
A clear way forward
01
No shame. Just an honest look at where things stand.
02
A defined cleanup scope before the work begins.
03
Organized records for your CPA or tax professional when it's time to hand off.
The work we do
Get the backlog under control.
If your books have been ignored, rushed, or handled inconsistently, we help bring the record into order one account and one period at a time.
01
Historical bookkeeping cleanup
02
Bank and credit card reconciliation
03
Transaction categorization
04
Correction of duplicate and misposted entries
05
Record and receipt organization
06
Organized financial records for your CPA or tax professional
Clear pricing, careful scope
Start with the facts, then set the work.
We serve trades, contractors, and service businesses that have fallen behind, with work scoped around the actual books—not a generic tier.
Cleanup Assessment
Credited toward a signed cleanup project when you move forward within 30 days.
$295
Historical Bookkeeping Cleanup
Custom quoted after the assessment; 50% to begin and 50% at completion and delivery.
From $1,500
Monthly Bookkeeping
Ongoing scope and quote are confirmed based on the books and support you need.
From $450/month
The Second Set process
Clear the past. Keep up with the present.
02 / Clean up
Reconcile and correct.
We work through transactions, reconcile accounts, categorize activity, and correct the record.
03 / Hand off
Know where you stand.
Receive organized financial records for your CPA or tax professional—and choose monthly bookkeeping if you want help staying current.
You're busy running the business.
Falling behind doesn't mean you're bad at business. It means the work has been demanding your attention. We'll help you get the books back on track without judgment or jargon.
Ready when you are
Let's make a practical plan for your cleanup.
Tell us where things stand. We'll start with a clear assessment—not a lecture.
Request a Cleanup AssessmentBookkeeping services only. No tax preparation, tax advice, audits, attest work, or other CPA-licensed services.