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Financial Clarity. Restored.

View Our Reconciled Financials Package
  • Home
  • Financials Package
  • Fee Schedule
  • About Derek

Financial cleanup & catch-up, done properly.

 If your financials are behind or messy, we turn raw bank and credit card activity into clean, reconciled financials that business owners, CPAs, and lenders can trust.

*** OUR CORE OFFERING ***

RECONCILED FINANCIALS PACKAGE 

(One-time financial cleanup)

 A complete, CPA-ready reporting package prepared directly from your bank statements.

 

What’s included:


  • Executive Summary
    Financial Overview
     
  • Income & Expense Report
    Annual Totals
     
  • Monthly Expense Schedule
    Monthly Breakdown
  • Reconciled Cash Proof
    Cash Reconciliation
     

This package is the foundation of everything we do.

View Our Reconciled Financials Package

** ONGOING OPTION **

RECONCILED MONTHLY 

(Invitation-only continuation)

For clients who want to keep financials clear after cleanup.


What’s included:


  • Monthly bank reconciliation
  • Clean, consistent monthly financial reports
  • Ongoing clarity without bookkeeping software
     

Available only after a completed Reconciled Financials Package.


(This is not full-service bookkeeping and does not include balance sheets or software maintenance.)

View Our Reconciled Financials Package

WHY THIS APPROACH

What we focus on

  • Accuracy and reconciliation
  • Finished, reliable financials
  • Flat-fee scope defined upfront
     

What we don’t do

  • Ongoing full-service bookkeeping
  • Balance sheet preparation
  • Software setup or maintenance
     

This focus allows us to deliver consistent, dependable results.

 Our reports are commonly used by CPAs to prepare tax returns without rebuilding books in accounting software. 

Reviews

View Our Reconciled Financials Package

Call/Text or Email: (603) 997-9911 / Derek@RetroactiveBooks.com

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