Bookkeeping Cleanup for Med Spas, Practices and Service Businesses
Behind on your books? Let’s get you caught up in 4 to 6 weeks.
No judgment, no lectures. I’ll tell you exactly what I see in your books and get them clean, accurate and tax ready, so tax season stops being stressful.
Signs you need a cleanup
You haven't looked at QuickBooks in months
Your sales in Boulevard, Jane or your CRM don't match your books
Your tax pro keeps asking for things you can't find
You're not sure if sales tax was filed, or filed on time
You don't know if you actually made money last year
How you'll feel after
Calm at tax time. Clean, tax ready books go straight to your tax pro.
Organized. Every account reconciled, every transaction where it belongs.
Clear. You'll know exactly where your business stands.
Relieved. No learning QuickBooks, no late nights with receipts. I handle it.
Who I clean up books for
Med spas and aesthetic practices
Therapy practices, plus physical, occupational and speech therapy practices
Psych and telehealth NPs
Interior designers
Virtual assistant and marketing agencies
Landscaping and home service companies
Coaches, consultants and other service based businesses
What's included
Review and categorize all past transactions
Reconcile every account up to the current month
Correct errors and duplicates
Organize your chart of accounts so your reports make sense
Clean, tax ready financial statements
A final report showing exactly where things stand
How it works
Free 30 minute call. We pull up your QuickBooks together and you get the price before we hang up.
Onboarding call. I get access to your accounts and walk you through your client portal.
Cleanup. 4 to 6 weeks, depending on how quickly you answer my questions. They all come through your portal so nothing gets lost.
Your clean books and report. You'll know where you stand, and we'll talk about what comes next.
What I've found in cleanups
A med spa owner who had no idea if she was profitable. After her cleanup, she knew her most profitable service and her break even number.
About $1,200 in penalties and fees because no one realized sales tax was due monthly
Income that didn't match the CRM, which would have meant overpaying about $1,000 in taxes
$9,000 in mismatched deposits for a landscaping company
Booking software that was never connected to QuickBooks, so sales and books never matched
Merchant fees that were never recorded
I’m Jessie.
Hey!
I'm the bookkeeper who explains it, so you finally understand your numbers.
Before bookkeeping, I spent years as a floor nurse and nurse practitioner, including time in oncology, the ER and two vein clinics. When a med spa or practice owner talks about providers, patients and appointments, I already speak the language!
I'm also a homeschool mom of four, and I build my business around my life, not my life around my business. Paying close attention to my own profit margins added about $9,000 in profit to my business this year. I want that same clarity for y'all.
Board Certified Nurse Practitioner · Boulevard and Jane App experience · Sales tax filing included · Fathom reporting
I was lost and feeling overwhelmed. Jessica was kind, easy to work with, knowledgeable, and patient with my many questions. I would highly recommend Jessica for any of your QBO or accounting needs!
— Emily
Pricing
Cleanups are priced by how many months need catching up and how complex your accounts are. You'll get your exact price on our call. Cleanups are paid in full before we start.
After your cleanup
Most clients move right into Monthly Bookkeeping so they never fall behind again. If you want to know which services make you money, Growth Advisory adds a monthly strategy call.
Questions
How long does a cleanup take?
Usually 4 to 6 weeks. The faster you answer questions, the faster it goes!
What do I need to give you?
Access to your QuickBooks and bank accounts. I'll send anything else I need through your portal.
Do I need to learn QuickBooks?
Nope! I handle the books for you.
Do you do my taxes?
No. I get your books clean and tax ready for your tax pro.
Can I do a cleanup without monthly bookkeeping after?
Yes, though most clients stay on so they don't end up behind again.
Let's get you caught up!
Book your free 30 minute call. We'll pull up your QuickBooks together and you'll know your price before we hang up.
If you want 2026 clean for your tax preparer and your 1099s out by January 31, the work has to start before December closes.
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Let’s Be Friends!
