Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO
Systems Blog Who We Help (281) 858-3349 Scorecard Book a Health Check ← All servicesProject · one-time
Bookkeeping cleanup & catch-up — accurate, current, tax-ready.
Months behind, miscategorized, or dreading tax season? We rebuild and reconcile your prior periods and hand back clean books you can actually trust.
Get a cleanup quote from $1,500 · 50% deposit
Who it's for
Businesses whose books have fallen behind or drifted — before a tax deadline, a loan, or bringing on ongoing support.
What you get
·Prior periods rebuilt & reconciled
·A corrected, right-sized chart of accounts
·Clean, tax- and investor-ready financials
Tax filing is referred to your CPA partner. Scoped by months behind × complexity.
Where this fits
Finance Health Check→ Managed Books→
Access & data handling
How I handle access to your books
Read-only wherever the work allows it. During a Finance Health Check it is always read-only — the job is to look, not to change anything.
No credentials by email or text. Access is granted through your accounting platform's own user permissions, in your name, under your control, and revocable by you at any time.
Two-factor authentication on every system I touch, with documents kept in one secure client portal rather than scattered across inboxes.
Your file stays yours. If we stop working together you keep everything, in the system you already own, with no export fee. Management owns the financials and the decisions — that does not change because you outsourced the work.
Not sure this is the right level for where you are? Nine questions, an instant score, and a straight answer on which service fits — no call required. Take the free Finance Scorecard →
Start with a Finance Health Check.
Every engagement starts here — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro.
Book a Health Check(281) 858-3349 · info@booksmartsvcs.com · Texas & remote