Your books, finally caught up.

A flat-fee bookkeeping cleanup and setup project — reconciled, accurate books in QuickBooks Online or Xero, without an hourly clock running the whole time.

"Free assessment call — no obligation, no pressure."

You're not bad at business. Your books just got away from you.

• Your books haven't been reconciled in months, and you're not sure where to even start.
• You don't trust the numbers in QuickBooks or Xero enough to make a decision from them.
• You're starting fresh and need your accounting system set up right the first time.
• Your CPA keeps asking questions about your own books that you can't answer.

What's Included?

A thorough cleanup, start to finish.

Duplicate, mislabeled, and vague catch-all accounts fixed so your books actually reflect your business.

Full Categorization & Reconciliation

Every transaction in scope categorized, and every account reconciled to your actual statements, month by month.

Quality-Checked & Closed Out

Your Balance Sheet balances, duplicates are removed, and the completed period is locked so the work stays clean.

You walk away with:

• Reconciled, accurate books — caught up and current.
• A properly configured QuickBooks Online or Xero file: chart of accounts, categories, and settings that actually fit your business.
• A clear, plain-language summary of what was fixed and what to watch going forward.

This is for you if:

• Your books are behind, disorganized, or you're just not confident the numbers are right.
• You want your books fixed once, correctly — not managed forever.
• You're switching bookkeepers and need a clean starting point.

This isn't for you if:

• You're looking for ongoing, monthly bookkeeping — that's not what this is (though I'm happy to refer you to a trusted bookkeeper afterward).
• You need same-day or emergency turnaround — most projects take 1–3 weeks.

Flat Fee, Scoped to You

Every project is a flat fee, based on how many months need cleanup, which system you're on, and your average monthly transaction volume — quoted after a free assessment call.

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You know the cost upfront, no matter how long the work takes.

Whether you're just getting started (Starter) or running a high-volume operation (Enterprise), there's a scope that fits — we'll figure out exactly where you land on the call.

QuickBooks Online • Xero — Certified Xero Partner

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Why work with me

I built Steadfast CFO Advisory around one belief: small business owners deserve the same financial clarity that big companies get from a full-time CFO — without the full-time price tag. Over 40 years in accounting, financial strategy and CFO advisory work, now offering bookkeeping cleanup and setup projects alongside deeper CFO-level advisory work. I've helped business owners go from a year of unreconciled books to a clean, trustworthy set of financials in under a month.

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Frequently Asked Questions

My books are a huge mess — can you still help?

Yes — honestly, the messier the better. That's exactly what this project is for.

Will this turn into ongoing bookkeeping I didn't ask for?

No. This is a one-time project. If you want ongoing support afterward, I'm happy to refer you to a trusted bookkeeper in my network — no pressure either way.

Do you work with QuickBooks Online AND Xero?

Yes — both, and I'm a certified Xero partner.

What if I don't know my exact transaction volume?

That's fine — we'll estimate it together on the free assessment call before you're quoted anything.

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Ready to get your books in order?

Book a free assessment call — no obligation, no pressure. We'll figure out the scope together and I'll send you a flat-fee quote.