Catch Up
For businesses with overdue, inconsistent, or disorganized books.
- Historical bookkeeping cleanup
- Account reconciliation
- Transaction review
- Corrected categorization
- Opening-balance review
- Tax-readiness preparation
Services
One structure, three stages, no thin packages
Every engagement starts by naming which stage a business is actually in. The service list below is proposed and pending Jackie's confirmation of exactly what she provides directly.
Services to confirm with Jackie
- Historical bookkeeping cleanup
- Account reconciliation
- Transaction review
- Corrected categorization
- Opening-balance review
- Tax-readiness preparation
Full detail
Everything under each stage
Keep Current
For owners who need a dependable monthly financial routine.
- Monthly bookkeeping
- Bank and credit-card reconciliation
- Transaction categorization
- Monthly reports
- Record organization
- Recurring document collection
Prepare Ahead
For clients who want to avoid tax-season surprises and improve financial preparation.
- Tax preparation
- Tax planning
- Tax-ready financial reports
- Estimated-tax coordination
- Year-end preparation
- Collaboration with your tax professional
Which of these services Jackie performs personally, and which require coordination with another tax professional, will be stated explicitly here once confirmed. Pricing is quoted after the intake conversation — no fees are published before Jackie approves them.