Year-end catch-up for small business books
Bookkeeping for trades, retail, service and cleaning businesses, done personally by the owner. Every transaction categorized and every account reconciled, so you can see what the business actually earned.
[Call length] minutes, [video or phone]
The problem
Most owners do not fall behind on purpose. Receipts pile up, the bank feed goes uncategorized, and a quarter goes by with nothing reconciled.
Then year-end arrives and you are estimating what the business earned. That makes it hard to price jobs with confidence, hard to tell whether a slow month is a trend, and hard to give a lender a straight number.
What you get
How it works
[Call length] minutes. We look at your accounts, how far back the catch-up goes, and whether it is a good fit.
[Describe the access you grant and how it is secured, for example read-only bank and card feeds.]
I categorize, reconcile and clean up your books, then send a clear summary of where things stand. [Typical timeline.]
Working with businesses across [states, regions or country]. Everything is handled remotely.
Why work with me
I do your books myself. That is a deliberate choice, not a limit. You work directly with the person accountable for your numbers, you can ask a question and get a straight answer, and your files never pass through a rotating team.
My background is reading the books of small businesses. I spent [X years] in M&A buy-side work, reviewing owner-run companies before deciding whether to buy them. That is where I learned what a clean set of books is worth.
Clean books do three things for an owner:
Pricing
Starting at [$X]/mo
[What the starting price includes, and what changes it, for example the number of accounts and how far back the catch-up goes.]
Year-end catch-up offer
[Describe the offer window, what it includes and any limits. Delete this box if the offer has ended.]
[The range you handle, for example up to 24 months.] Tell me during the call and I will say honestly whether I can get you caught up in time.
[Name the accounting software you use, for example QuickBooks Online or Xero, and whether you can work in a file you already have.]
Yes. Everything is remote. [Confirm the states, regions or countries you cover.]
Read-only access to your bank and card accounts, plus [the documents you need, for example receipts for large purchases or loan statements].
No. The scope is bookkeeping: categorization, reconciliation and catching up prior periods. This offer covers that and nothing else.
[Describe the ongoing options, for example a monthly plan at the starting price, or a one-time catch-up with no commitment.]
Next step
[Call length] minutes, [video or phone]. Pick a time, and bring a rough sense of how far behind you are.