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If your business income and expenses are all mixed together in your bank account and you don't have organized records, you're not alone — and it's fixable. Bring us your bank statements and we organize everything into a clear income-and-expense summary you can use for your taxes, your books, and your decisions.

How it works

1. Book your appointment and bring or securely upload your bank statements — every account you use for your business.
2. We organize and categorize your income and expenses. Most summaries are ready in about 72 hours once we have all of your statements.
3. We meet again to review your summary together — and, if you'd like, set up a monthly bookkeeping plan so you never fall behind again.

Who it's for: self-employed workers, gig workers, and small businesses that are behind on their books or facing tax season without records.

This is a separate service from our monthly bookkeeping plans. Pricing depends on how many months and accounts need organizing: at your appointment we review your statements and give you the exact price before we start. No surprises.