Why do I need “clean books”?
The hidden cost of “messy books” is major financial risk, from costly tax penalties to crippling cash flow surprises. We eliminate that anxiety. Our process guarantees compliance, unlocks hidden tax deductions, and provides the crystal-clear view you need to keep your cash flowing freely and predictably.
The Clean Up Project
We deliver a guaranteed path to fully audit-ready, decision-grade financials for a set hourly fee. We are not just fixing past entries; we are setting up future-proof systems that prevent errors from recurring. You’re paying for peace of mind, immediate compliance, and the ability to finally trust your numbers—all for less than the cost of a typical emergency financial crisis.
Why Partner with Profit & Equity
Expedited Books
Weekly Updates
Attention to Detail
The Process:
Step One: Diagnostic – We believe in transparent pricing, not arbitrary fixed fees. That’s why we charge based on the actual time and complexity involved. Like your business, your books are unique; there are no other books like them. So, we need to get to know your books a bit before we can give you a true estimate of the amount of work that will be needed to get them cleaned up.
Step Two: Weekly Budget – Once we complete the analysis, we’ll provide a total estimated hours for the complete cleanup. You then tell us your comfortable weekly budget, paid in advance, and we’ll work within that cap, prioritizing the most critical fixes first to ensure you get the maximum value without exceeding your financial plan.
Step Three: Onboarding – Once you complete the Registration Form and process your initial investment, we’ll officially kick off the cleanup and start building your foundation for clarity.
Step Four: The KickOff – The real work starts with a single, efficient session. Based on our diagnostic findings, we will gather all the necessary documentation from you, ensuring we have everything needed to launch your cleanup immediately.
Step Five: The Cleanup & Transformation – Our team dives in, with the goal of delivering
reliable, clean books. You’ll receive consistent weekly communication detailing our activities. We invoice on a weekly prepaid schedule, ensuring your budget remains controlled. As we approach the final stages, we’ll inform you so we can finalize the books and transition into your comprehensive wrap-up session.
Step Six: The Wrap-Up – The cleanup is done, and your books are pristine. Now it’s time to put that clarity to work. In this final, crucial session, we’ll walk you through a detailed summary of our findings, highlighting key trends, discussing the issues we fixed, and outlining major risks we uncovered. More importantly, we’ll provide a strategic roadmap—a set of recommendations to keep your books clean and leverage your new, accurate data for better business decisions moving forward. This is the moment your cleanup investment truly pays off.