$149 PER MONTH Unlimited Transactions. Unlimited Bank Accounts. One Time Clean up in just One Week.

Let our U.S.-based, In Office, QuickBooks Accountant expert bookkeeping team ensure your books are accurate and up-to-date.U.S.-based, In-Office, bookkeepers located in the Dallas/Fort Worth area.

Let’s connect to help you and your team.
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We Adopt to your needs

Flexible Engagement

Whether you need a one-time bookkeeping cleanup or ongoing support, we tailor our services to fit your business.

Immediate Results

Our expert team is ready to step in and organize your financial records without delay.

Seamless Collaboration

Work with dedicated bookkeeping professionals who align with your schedule for hassle-free communication.

Scalable Solutions

Easily expand or adjust your bookkeeping services as your business evolves and grows.

From concept to completion:
A glimpse of our expertise.

From concept to completion:
A glimpse of our expertise.

Historical Bookkeeping Cleanup

We organize, reconcile, and correct past financial records, eliminating inconsistencies and errors.

Financial Audits & Accuracy Checks

Thorough reviews ensure your books are accurate, compliant, and ready for tax filing or financial reporting.

Data-Driven Insights & Reporting

Leverage real-time analytics and financial reports to gain clear visibility into your business performance.

Transaction Categorization & Reconciliation

We classify transactions correctly and reconcile accounts to ensure your financial statements are up to date.

Process Optimization & Automation

We streamline bookkeeping workflows by implementing automation tools to save time and reduce errors.

Reliable Support & Ongoing Maintenance

Beyond cleanup, we provide continuous monitoring and support to keep your books accurate and up to date.

Stop Wasting Time on Monthly Bookkeeping.

We understand that your time is valuable. Collaborate with our team of expert bookkeepers and get your bookkeeping organized, and get precise financial records. You are entitled to reclaim your time back! Focus on your business while we focus on your bookkeeping.

Expert QuickBooks Accountant Services
for Seamless Bookkeeping Solutions

Outdated records, missing information, discrepancies, duplicate transactions?
Our team of experienced professionals will meticulously review and rectify your accounts.

Get your Bookkeeping cleaned up, fast!

One week turnaround, Unlimited transactions, Unlimited Bank Accounts – $149 / Month.

Profit and Loss & Balance Sheet.

Unlimited communication with your dedicated bookkeeper.

Qualifications of our QuickBooks Bookkeeping Experts.

Active QuickBooks Online ProAdvisor Certification & QuickBooks Online Certified.

Minimum 5 years of experience working with QuickBooks Online and/or in bookkeeping.

Expertise in accounting, finance or bookkeeping – located in Dallas/Fort Worth.

Comprehensive Bookkeeping & Tax Solutions.

Keeping your business tax-compliant all year-round.

Organized financials that are tax filing ready.

Tax Consulting / Annual Tax Planning right at your finger tips.

Our process. Simple,
seamless, streamlined.

We ensure open and continuous communication throughout to keep you informed and at ease at every step.

Step1

Sign Up Now or Schedule a call with a bookkeeping and tax resolution expert and get your free bookkeeping consultation.

Step2

Grant us access to your QuickBooks account. Next, create a unique username and password for our secure online portal, and upload your financial statements directly to the portal.Alternatively, you could provide us with Accountant or Read-Only Access to your financial institution, ensuring seamless integration and data retrieval.

Step3

Your dedicated bookkeeper will reach out to you for a brief phone call designed to familiarize you with our services, answer any questions you may have, and ensure that you feel confident and supported throughout the process.

Step4

Our team will begin the bookkeeping process. You can rest assured that your bookkeeping is in capable hands, allowing you to focus on your core business activities. As we complete the bookkeeping,you will receive your profit and loss and balance sheet reports.

Schedule your Free Strategy Call

Book a time for a no obligation strategy call with one of our financial experts who will advise you on your financial strategy, bookkeeping and proven track record that we have with other Insurance Brokers
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Clean-Up, Catch-Up Bookkeeping

Enjoy the peace of mind that comes with our catch-up bookkeeping,where we celebrate your success instead of billing your for it.

Clean-Up, Catch-Up Bookkeeping

$149/month

What You Get:

1. Unlimited Transactions

2. Unlimited Bank Accounts.

3. Unlimited Communication With Your Bookkeeping Team

4. Categorize and Reconcile to your Statements

5. Monthly P&L and Balance Sheets

6. Standard Chart of Accounts

Let’s Hear from Our Happy Clients

Leading insurance providers trust Carpe Diem’s centralized platform for seamless planning and monitoring of the insurance lifecycle. See what our clients have to say about our bookkeeping expertise.

Got a question?
No problem.

We understand that getting your financial records back on track can feel overwhelming. That’s why Carpe Diem’s expert team is here to simplify the process. If you still have questions about how our Clean Up & Catch Up Bookkeeping services work, let us address any concerns and guide you toward financial clarity.

What is cleanup and catch-up bookkeeping?

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Cleanup and catch-up bookkeeping is the process of organizing, reconciling, and updating past financial records to ensure accuracy and compliance.

How long does it take to clean up my books?

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The time required depends on the complexity of your financial records and how far behind they are. We assess your books and provide a timeline upfront.

Will I retain control of my finances?

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Absolutely! Once we clean and update your books, we provide clear reports and guidance to help you maintain accurate financial records moving forward.

How do I know if my books need cleanup?

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If your books are outdated, transactions are uncategorized, accounts aren’t reconciled, or you’re struggling with financial reports, you likely need a bookkeeping cleanup.

Can you fix errors in my financial statements?

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Yes! We identify and correct inaccuracies in your records, ensuring that your financial statements are precise and reliable.

How do I get started with cleanup bookkeeping?

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Simply reach out to us, and we’ll review your financial situation, outline the next steps, and begin the cleanup process to get your books back on track.