Owner-run businesses

Small business books cleanup, minus the overwhelm

Two minutes to tell us where it hurts; two business days to a free assessment; 2–4 weeks to clean books.

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Innovation Finances · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

Sound familiar?

The small business bookkeeping problems we fix every week:

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Months (or years) behind

Transactions pile up faster than they get categorized, and every month back feels harder.

Numbers you can’t trust

Reports never match reality, so you make decisions blind — or don’t make them at all.

Tax season dread

Every filing starts with a scramble to reconstruct the year your books should have recorded.

How the cleanup works

1

Tell us where it hurts

Two minutes on the form below — no documents needed yet.

2

Free assessment

We review your books and give you a fixed plan and price. We reconcile every account, clear the backlog, and set up simple rules so the books stay clean after we leave.

3

We clean it up

Backlog cleared, every account reconciled, and a before/after report you (and your CPA) can act on.

The Small Business Books Cleanup Package

We reconcile every account, clear the backlog, and set up simple rules so the books stay clean after we leave.

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

Small Business owners like you

“Two years of backlog cleaned up before the deadline.”

— Owner, service business

“I finally know what the business actually makes each month.”

— Owner, owner-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.

How far behind is too far behind?

We’ve rebuilt books from bank statements alone going back multiple years. There is no “too messy.”

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.