Filed a Tax Extension Because Your Books Aren't Ready? 

If this sounds familiar, you're not alone. I'd be happy to discuss your situation and determine whether I'm the right fit to help. 

Every Cleanup Project Begins with a Consultation

Because every business is different, every cleanup project begins with a free 30-minute consultation and a review of your QuickBooks Online file.

After reviewing your books, I'll provide a fixed-price proposal based on the work required.

Why Start Now? 

The October tax extension deadline may seem far away, but bookkeeping cleanup takes time.

Questions need to be answered.

Missing information needs to be gathered.

Sometimes the cleanup uncovers additional issues that need to be resolved before your books are complete.

Starting early gives us the best opportunity to have your books organized before your CPA needs them.

Because every cleanup project is different, I accept a limited number of cleanup engagements each extension season to ensure every client receives the attention their books deserve. New cleanup projects are accepted through September, subject to availability.

Frequently Asked Questions

Do you prepare tax returns?

No. I prepare your bookkeeping so your CPA or tax professional has the financial information needed to prepare your return.

Do I need to switch CPAs?

No. I'm happy to work directly with your existing CPA if requested.

How much does cleanup cost?

Every cleanup project is different. After reviewing your QuickBooks Online file, I'll provide a fixed-price proposal based on the amount of work required.

Do you only work with businesses in Pensacola?

No. Since I work remotely using QuickBooks Online, I work with businesses in many locations.

Let's Get Your Books Ready

If your business tax return is on extension because your books aren't ready, let's talk.

The sooner we begin, the more time we'll have to organize your books before your CPA needs them.