Bookkeeping Clean-up Services
Step 1 - Share access to your accounting system
Give us access to your accounting software, QuickBooks, XERO, MYOB, or if you don’t have one yet, we’ll help you set it up from scratch.
Step 3 - Send your documents to us
Simply email your files directly to us, no portal, no login, no hassle or training required.
Step 5 - Receive your reports and CPA confirmation
Once your books are cleaned, you’ll receive full accounting reports and a confirmation from our CPA that your books are tax and BAS ready.
Step 2 - Gather your documents
Collect your bank statements (if not linked), invoices, and receipts so we can reconcile everything accurately.
Step 4 - Respond to our review email
We’ll reach out if we need clarification or extra info. Just reply to our email to help us clean up your books faster.
Step 6 - Continue with future bookkeeping or CFO services
After your clean-up, we can also handle ongoing bookkeeping or provide CFO-level insights like cashflow, profitability, and process improvement, only if you need it.