Two, three, four years behind? Start here.
Most first calls aren’t about last month — they’re about the last three years. This is the fix: a quarter-by-quarter rebuild with one fixed price.
Tied to what the IRS already has
I rebuild quarter by quarter, reconciled to your bank statements and tied to the tax returns you actually filed — so the record matches reality and holds up when anyone looks.
Documented so anyone can follow it
You get a cleanup memo covering every decision: what changed, why, and where the numbers came from. Your tax preparer works faster. Your banker stops asking questions twice.
One number, not an hourly meter
After a 15-minute scoping call you get a fixed quote for the whole cleanup. It doesn’t drift. When it’s done, the monthly rhythm takes over so it never happens again.
Common questions
How long does a cleanup take?
Depends on years behind and how much documentation survives. Most 2–3 year cleanups run a few weeks once bank access is set up. You get a timeline with the quote.
What if I’m missing statements or receipts?
Common. Bank and card statements can almost always be re-pulled, and the cleanup memo documents any gaps honestly instead of papering over them.
One call. A fixed number. No mystery.
Tell me what you do and how far behind the books are. You’ll have your price this week.
Monthly bookkeeping after cleanup · Fractional CFO services · How it works