For the founder

You didn't start a company to babysit a messy ledger.

A financial reset: clean books, clear runway, decisions from numbers you trust. Fixed fee. Free assessment.

Get my free cleanup assessment
Steven Palmieri · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

If this is your week…

You're not bad at business. The books just stopped telling the truth about the company you built.

😰

The books lag the business

You're making product and hiring calls on last quarter's fog.

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Tax season is a tax on attention

Every spring you rebuy peace of mind with a scramble and a write-up.

You need a CFO lens, not just entries

Cleanup that ends in a story: margin, cash, and what to do next.

How it works

1

Tell us where it hurts

Two minutes. No document dump. Just the truth about how behind it feels.

2

Free assessment

We clean the backlog and hand back a founder-ready view of cash and margin.

3

We clean it up

Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.

The Entrepreneur Books Cleanup Package

Founder cleanup: from messy books to a board you can run the company on.

Full diagnostic review

Every account reconciled and every anomaly documented before we change a thing.

Catch-up categorization

The backlog cleared with industry-correct categories — not a generic chart of accounts.

Clean handoff report

A before/after summary and simple monthly rhythm so it stays clean.

If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.

Get my free cleanup assessment

Entrepreneur owners like you

“Got 5+ hours a week back almost immediately.”

— Owner, agency founder

“First quarter ever where I trusted the P&L.”

— Owner, e-commerce operator

Illustrative examples of typical client situations — not statements from specific named clients.

Get your free cleanup assessment

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your books. No spam, ever.

Common questions

How long does a cleanup take?

Most cleanups finish in 2–4 weeks depending on backlog size and account volume.

What does it cost?

Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.

Do you replace my CPA?

No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.

Is this bookkeeping or CFO help?

It starts with a cleanup; if you want ongoing clarity, fractional CFO support is available after your books are solid.

Will you judge the mess?

Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.

What happens after the cleanup?

You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.