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We Clean Up Business Financials & Keep Them Clean (Monthly Advisory)
license info:
Enrolled Agent, QBO Certified ProAdvisor
offered virtually
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• Your books are behind, messy, or unreliable
• You’re unsure how much money you’re actually making
• Taxes feel reactive instead of planned
• You’re tired of guessing and want real financial clarity
Then this is for you.
We work with established business owners who want their financials clean, compliant, and strategically managed — not just dumped into software.
What we do differently:
✔ Clean up inaccurate or neglected books
✔ Set up clean financial systems that actually make sense
✔ Provide ongoing monthly accounting & advisory support
✔ Help you reduce tax exposure and improve cash flow
✔ Act as your accountant — not just a data entry service
Who this is NOT for:
✖ Startups with no revenue
✖ DIY QuickBooks users who just want “cheap bookkeeping”
✖ Businesses that don’t want ongoing support
Who this IS for:
✔ Service-based businesses
✔ Contractors, logistics, healthcare, professional services
✔ Owners doing $250k+ in revenue
✔ Business owners ready for monthly financial oversight
Engagements typically fall into:
• Compliance & cleanup
• Ongoing accounting + advisory
• CFO-level financial guidance
Next step:
Reply to this post with:
• Your name
• Business name
• Industry
• Approx. annual revenue
• The biggest issue you’re having with your numbers
If it’s a fit, we’ll invite you to a discovery call.