Start fresh with
your finances sorted.
One focused engagement to go through what you have, organize it properly, and set up a system you can actually keep up with — then hand it back to you with a written guide for what comes next.
Records in order. A system that holds. A guide you can follow.
When this engagement is complete, your existing financial records are sorted and stored in a way that actually makes sense. Invoices where you'd expect to find them, receipts categorized, bank records matched up and accounted for.
More than that — you'll have a tracking system configured and ready, and a written guide that explains how to keep it current yourself. Not a dependency on an ongoing service, but the tools and understanding to manage it going forward.
Records sorted
Receipts, invoices, and bank records gone through and organized into a logical structure.
System configured
Simple tracking tools set up with the categories that fit how you actually work.
Written guide included
A clear reference document for how to maintain the system yourself going forward.
One fixed price
A single engagement at a known cost — no ongoing commitment required after completion.
The records exist — they're just not organized.
Receipts in multiple places
Some in email, some photographed and sitting in a camera roll, some on paper in a drawer. You know they exist, but pulling them together when you need them takes longer than it should.
No consistent tracking habit
You've tried a few different approaches — a spreadsheet, an app, just keeping bank statements — but nothing has stuck long enough to become routine.
The backlog that keeps growing
Months of transactions that haven't been categorized. The longer it sits, the more daunting it looks. It's the kind of task that's easy to keep postponing.
Starting fresh feels complicated
You'd like a clean system, but setting one up properly — one that will actually hold — takes more time and thinking than you want to give it right now.
This situation is genuinely common among independent contractors. You're focused on your work, not on building an accounting infrastructure. This engagement is designed to take that off your plate in one go.
We go through what you have and build from there.
This isn't a consultation or a set of recommendations to act on yourself. It's practical, hands-on work: going through your existing records, organizing them, setting up the tools, and writing down exactly how to maintain the system. You hand us a pile; we hand back something workable.
Review of existing records
Receipts, invoices, and bank records are gone through systematically — regardless of what format they're currently in or how far back they go.
Categorized folders set up
Everything is organized into a clear folder structure — by year, by type, by client where applicable. Labeled in a way that makes sense for how you work.
Tracking tools configured
Simple, practical tools — nothing requiring a learning curve — set up with the categories that fit your type of contracting work and ready for you to start using.
Written maintenance guide delivered
A clear, plain-language document explaining how the system is set up, what to do with each type of record as it comes in, and how to keep things current month to month.
A contained engagement with a clear end point.
Unlike ongoing services, this one has a defined start and finish. You'll know when we're done because you'll have the organized records, the configured system, and the written guide in hand. There's no ambiguity about what "complete" looks like.
We work with what you have
No need to pre-sort or prepare anything before handing things over. We start from wherever you currently are.
Questions as we go
If something is unclear — a transaction, a vendor, a recurring charge — we'll ask. The goal is accuracy, not assumptions.
Delivered and done
When the engagement is complete, everything is returned to you — organized, documented, and yours to maintain from that point forward.
Typical turnaround is one to two weeks from when we receive your records, depending on volume. We'll give you a more specific timeline after the initial conversation.
One fixed price. No ongoing fees.
$700 USD
Single payment — complete engagement, no ongoing obligation.
What's included:
- Review and sorting of existing receipts, invoices, and bank records
- Categorized folder structure set up and organized
- Simple tracking tools configured for your work type
- Written maintenance guide for keeping the system current
- Follow-up questions answered for 14 days after delivery
If your records go back several years or involve an unusually high volume of transactions, we'll discuss that in the initial conversation and confirm whether the standard engagement covers it.
A system built around how you actually work.
Generic financial organization templates don't account for how contractors actually earn and spend. The tracking tools and folder structure we set up are shaped around your specific type of work — not a one-size approach that you'll outgrow or abandon within a month.
Relevance
Categories that match your work
A developer's expenses look different from a consultant's or a designer's. The system is set up around the categories that matter for your situation — not a default list of accounting line items.
Simplicity
Low effort to maintain
The tools we configure are ones you can keep up with in a few minutes a week, not something that requires dedicated time or accounting knowledge to operate.
Documentation
Written so you can refer back
The guide is written in plain language and structured so you can look up exactly what to do with any type of record without having to remember a verbal explanation.
Foundation
Ready for tax time from here
With organized records and a working tracking system, you're in a substantially better position heading into tax season — whether you handle it yourself or work with an accountant.
Delivered completely, or we keep working.
The engagement is complete when all three deliverables are in place: organized records, a working tracking system, and a written maintenance guide. If any of those aren't fully done when we hand things back, we finish the job.
The 14-day follow-up period after delivery is there precisely because questions come up once you start using the system yourself. You're not expected to figure it all out on your own from the guide alone — you can ask, and we'll answer.
All three deliverables included
14 days of follow-up support
No surprise scope additions
Send a note and we'll take it from there.
Get in touch
Fill in the contact form. Tell us roughly how far back your unorganized records go and what format most of them are in — digital, paper, or a mix.
Quick intake call
We go over what you have, confirm the scope, and agree on a timeline. Usually a short exchange — no long intake process.
We get to work
You share access to your records, we work through them, and return everything organized — along with the configured tools and written guide.
There's no complicated prerequisite before reaching out. The messier the records, the more useful this is. Start wherever you are.
$700 USD — sorted records, a working system, and a guide to keep it going.
If the state of your financial records has been sitting on a mental to-do list for a while, this is a straightforward way to get it handled.
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