Clean Organized Books
Peace of Mind LLC Bookkeeping & Cleanup Services provides specialized financial organization for small to medium-sized businesses. We rescue business owners from disorganized financial records, messy software setups, and tax-season panic, replacing chaos with clarity and confidence.
A thorough, comprehensive health check of your accounting software to uncover hidden errors before any deep work begins.
• Deep dive review of bank feeds, statement discrepancies, and transaction history.
• Audit of the Chart of Accounts for redundancies and misclassifications.
• Identification of duplicate income errors or open, un-cleared invoices.
• Bonus Incentive: If you move forward with our Historical Cleanup & Catch-Up service, the $150 fee is credited directly toward your cleanup bill.
Designed for businesses that have fallen behind on data entry, are facing tax deadlines, or have server systematic errors built up in their financial files.
• Up to 10 hours of of intensive "financial detective work" and cleanup.
• Full historical categorization, receipt matching, and transaction clearing.
• Complete matching and cross-referencing of bank and credit card statements.
• Balancing and tuning of the balance sheet so it is 100% ready for your CPA.
Note: Out-of-scope work or complex historical issues discovered past 10 hours are pre-approved and billed at a discounted $125/hr
Proactive maintenance to ensure your software stays pristine, your cash flow remains clear, and you never experience tax-season panic again.
• Continuous monthly classification and organization of all transactions
• Monthly reconciliation of up to 3 bank/credit accounts
• Delivery of clear monthly financial statements (Profit & Loss, Balance Sheet)
• Direct support and clear communication throughout the month