Financial Reconstruction & Ongoing Compliance
Choose Your Compliance Starting Point
Choose the Option That Fits Your Situation
Not sure?
Ongoing Compliance Oversight
Clean books. Clear Numbers. Structured Oversight .
Ongoing financial maintenance built for business owners who value documentation, consistency, and defensible reporting.
Books are maintained to examination-level standards. Not just for appearance, but for accuracy and protection.
Ongoing oversight is a strong fit if:
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Your business is active and requires structured monthly reconciliations
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You want financial statements you can rely on for tax planning and decision-making
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You value documentation, consistency, and procedural accuracy.
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You prefer direct access to an Enrolled Agent - not layered staff
If you don't want to second-guess your numbers, this services provides that certainty.
Financial Reconstruction Projects
Structured rebuilds. Defined Scope. Flat-fee pricing.
For businesses that need their financial records corrected, rebuilt, or brought to defensible standards.
This service is a good fit if:
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Your books exist, but you don't trust them
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Categories are inconsistent or incorrect
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Reconciliations were missed or done improperly
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You need clean records before tax filing
If the foundation exists but needs professional cleanup, this is the right place.
Full Financial System Build (No Existing Books)
Structured reconstruction from raw bank and credit card activity
If no bookkeeping system exists, we build one from the ground up - using your actual financial statements as the source of truth.
This is a full system construction, not a cleanup.
This service is a strong fit if:
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No formal bookkeeping system has been maintained
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Bank and credit card statements exist, but records are not structured
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You need accurate financials for tax filing, lending, or compliance
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You want your books built correctly - from the start
Not sure if this is the right option?
Bookkeeping System Setup
Structured system architecture - built correctly from day one.
For new businesses or business owners who want a clean, simple bookkeeping system built correctly from the start.
This service is a strong fit if:
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You are launching a new business and want the books structured correctly from day one
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You want a chart of accounts aligned with federal tax reporting
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You prefer a clean, simple system - not something patched together
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You want clarity on how to maintain compliance going forward
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You plan to scale and want infrastructure that can support growth
This service builds the structural foundation.
It does not include historical transaction entry.
You don't need to know exactly what you need yet.
Start with a simple message and we'll help you determine the right next step.
How to Get Started
Not sure which option fits? Start with a clarity call.
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Receive a scope & flat-fee proposal
No judgment.
No scare tactics.
Just clean books and clear guidance.
Bookkeeping services do not include tax return preparation or IRS representation unless separately engaged.