Clean Up

Take where your books are at now and organize them to accurately show a profit/loss and avoid any messes moving forward

Get started Schedule a Discovery Call

Small business stats

and why our Clean Up service is one of our most booked

40%

of small business owners are unfamiliar with basic accounting and financial principles

30%

of businesses fail due to poor financial management

61%

of small businesses struggle with cash flow management

hours a month on average that small business owners spend managing their finances

Accuracy to ensure your financial wellness

From choas to order, our Clean Up service is for those trying to make their books look good and show accurate data moving forward.

How it works

Our Clean Up service will vary depending on how many years or months you are needing cleaned up.

It will take a minimum of 2 weeks to a month to complete

We work virtually with you for flexibility

Clients who book a Clean Up typically move on to Monthly Bookkeeping

Ready to book a Clean Up service? Let’s get started

Client testimonials

Our bookkeeping services have a positive impact on our clients' operations, which they love.

Best decision ever!!!

Gervase

My books were a M E S S when I was recommended to Mariel. She has been so kind and patient and always takes a second to explain anything I don’t understand. I don’t trust anyone else with my books!

Stephanie

Mariel is just fantastic. She is so patient and helpful when it comes to navigating business finances. She has helped me on countless occasions to make sure I am reconciling my expenses the correct way. Hiring a bookkeeper is hands down a MUST!

Allie

Owner, The Wandering Taps

I’ve been using Mariel and her team for my business bookkeeping needs for about 3 years now! I do not have a business background so when I came to her, I was very lost. She got my quickbooks cleaned up and ready to turn over to my accountant for taxes. She’s always there to answer my questions or direct me to one of her accountant partners. Her bookkeeping services have been invaluable for my businesses! I’d be lost without her. Highly recommend!!

Meredith

Owner, Charleston Bachelorette

Best decision ever!!!

Gervase

Stephanie

Allie

Owner, The Wandering Taps

Meredith

Owner, Charleston Bachelorette

Mariel has absolutely saved my business and cleaned up a lot for me. I’ve worked with prior bookkeepers and she is unmatched. She also works really hard to connect you with other people who will help you well rounded, such as CPA’s and payroll. She is fantastic and I recommend her to all my other business owners and friends!

Gretchen

FAQs

We have some commonly asked questions we like to cover for your convenience

What’s a bookkeeper? And what is the difference between a CPA and a bookkeeper?

A bookkeeper is someone who records and maintains financial transactions for a business or organization to ensure accurate and up-to-date financial records. The biggest difference between a CPA (Certified Public Accountant) and a bookkeeper is that CPAs are licensed professionals who can provide a wide range of financial services including auditing, tax planning, and strategic financial advice, while bookkeepers focus primarily on recording financial transactions and maintaining accurate records.

What are the main duties of a bookkeeper?

The main areas we cover are recording financial transactions, managing accounts receivable and accounts payable, generating financial reports, assisting with tax preparation, and data organization and accuracy.

What reports are included in our Monthly Bookkeeping service?

As part of our Monthly Bokkeeping service, we pull and email you four main reports: Profit & Loss Report, Balance Sheet, Statement of Cash Flow, and Profit & Loss by Month

Why hire a bookkeeper?

Accuracy, time-saving, cost efficiency, organization, financial reporting, and peace of mind just to name a few. Hiring a bookkeeper should take things off your plate so you can focus on the growth of your business.