We’ll clean, organize, and balance your financial records, so you can make smart money moves without the stress. Whether your books are messy, missing months, or just overdue for some attention, this sweep will get you right before tax time.
Start Your Sweep
Please have the following ready before you start your Bookkeeping Sweep:
✅ Bank statements for each month (January–November, December optional)
✅ Cash App, PayPal, Zelle, or Stripe transaction reports used for business
✅ Notes highlighting which transactions are business if your accounts are mixed
✅ Business information (name, EIN if applicable, and business type)
✅ Any income or expense summaries you’ve already tracked manually
✅ Best contact email where you’d like your invoice and final report sent
