* space is limited - reserve your spot *
Secure Your 2025 Financial Clean-Up
How It Works:
- Book Your Spot: Submit your deposit below to reserve your place in my queue.
- Connect & Upload: You will receive a secure link to our client portal to connect your bank feeds or upload your statements.
- We Handle the Rest: As your Fractional Controller, I review, categorize, and reconcile your entire year of transactions.
- File with Confidence: You receive a complete, balanced, and accurate financial package ready to hand directly to your tax professional.
What You Get:
✓ 12m of Transaction Categorization
✓ Full Bank & Credit Card Reconciliations
✓ Year-End P&L and Balance Sheet
✓ "Tax-Ready" Support Package
Total Due Now: $500 (Deposit)
(Note: The $500 payment acts as a deposit to book your service. Upon review of your file, if your books require extensive reconstruction, work only begins after you approve the final scope.)