Nine months behind or three years behind. Same price.
Cleanup is quoted by the hour because nobody can size the job until they are already inside it. So you approve a budget nobody can stand behind, and it grows for the very reason it could not be quoted.
Nothing changes your books without you. Every entry is proposed for your confirmation before it posts.
Real client numbers, no signup — it opens straight away.
Name the period and pay once. Nothing starts until it clears.
From real engagements
Illustrative, for a $2M business nine months behind. Transactions nobody ever told the ledger about: in the total, in no category, and underneath every margin and tax position above them.
Illustrative. A vendor statement paid alongside the invoices it summarises, or one delivery keyed by two people. It reads as a real expense, and it is real money out.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
The whole file, not a sample
Every transaction in the period read against the bank and the document behind it, so the size of the job is known on day one rather than in week three.
Duplicates, by document number
Bills and invoices whose number appears more than once, each shown with its vendor, amount and date. Nothing is deleted: you are handed the pair and you decide.
Income with no invoice behind it
Revenue recognised with nothing in the ledger that explains it, every line ranked by how recoverable it is rather than dropped in one pile.
Bank against books, honestly
A gap is not called an error. Uncleared cheques, deposits in transit and entries posted after the cut-off each produce one legitimately, and the report says which is which.
One price, whatever we find
$1,500 flat, and credited toward CFO when you start it within 30 days. Not an estimate that grows once somebody is inside the ledger.
Books that stay clean
The same checks run every month afterwards, so the next cleanup is a handful of items rather than another year of them.
Simple, transparent plans
Pick the level of support you want.
Do it yourself with the Dashboard, have us run your books with CFO, or have us run your books and your marketing with CFO + Growth.
The software on its own. You keep your books; it keeps watch.
- ›Live P&L, cash flow & balance sheet
- ›AI assistant that answers from your own ledger
- ›Automatic checks: duplicates, unbilled revenue, unmatched deposits
- ›QuickBooks or Xero, connected in two minutes
- ›Email support
We run it. Your books current, the problems found and fixed, and a CFO to talk to.
- ›Everything in Dashboard
- ›Books kept current and reconciled by us
- ›Exceptions worked every week, not at quarter-end
- ›Monthly review: what changed, why, and what to do
- ›Loan- and bank-ready packages
- ›Set up for your industry, from rentals to agencies
+$400/mo per additional entity.
Everything in CFO, plus the marketing that brings in customers.
- ›Everything in CFO
- ›Posts and short videos every week, from your real business
- ›Paid ads set up and managed (ad spend billed by the platform)
- ›Outreach lists and follow-ups, every send approved by you
- ›Local SEO: Google Business Profile kept up, every review answered
- ›Service and city pages on your site, written to rank locally
- ›New leads to your phone the minute they come in
- ›Marketing results next to revenue in one monthly review
Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.
Tell us how far behind you are. We will tell you what is actually in there before you commit to fixing it.
Real client numbers, no signup — it opens straight away.
Already decided? Start a cleanup — $1,500
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848