Premium fixed-fee onboarding
The Clean Slate Financial Reset
Start with a clean financial foundation. The Clean Slate Financial Reset gives you clarity over where your money went, what your business actually earned, and where you stand today. Walk away with a clean, tax-ready ledger and the confidence to make your next financial decision.
It is a natural starting point for ongoing monthly financial advisory support.
A defined starting point
Know where you stand before your next financial decision.
This premium onboarding service is scoped and delivered for a fixed fee based on the condition and complexity of your books. Pricing is confirmed after the Financial Review.
When catch-up is needed
Common signs the books need cleanup.
A growing business may need catch-up bookkeeping after a gap in its process, a system change, or a period of incomplete records. These situations do not apply to every engagement.
Months of transactions have not been categorized
Bank or credit card accounts have not been reconciled
Financial reports are missing or incomplete
The books are not ready to support tax preparation
The business changed systems or has inconsistent records
Recurring bookkeeping stopped for a period
What the review looks at
Scope starts with the records as they are today.
The Free Financial Review helps identify the condition, volume, and dependencies of the cleanup work.
- How many months are behind
- Which bank, credit card, and other financial accounts need reconciliation
- The condition of transaction categorization
- The existing accounting software and account setup
- Which statements or source records are missing
- Whether prior periods require correction
- What is needed before recurring bookkeeping can begin
What catch-up can include
Cleanup work follows the confirmed scope.
Depending on the confirmed scope, catch-up bookkeeping can include the work below. Not every item is required in every engagement.
Reconciling bank and financial accounts
Reviewing opening balances and account setup
Preparing or restoring financial reports
Organizing records for tax preparation
Establishing a clean starting point for ongoing bookkeeping
How it works
A clear path from review to current books.
01
Free Financial Review
Share what is behind, which systems you use, and what records are available.
02
Assess the books
Ramsha reviews the condition and volume of the records that need attention.
03
Confirm cleanup scope
You receive a separate scope based on the work identified before cleanup begins.
04
Complete catch-up work
The agreed records are organized, reconciled, and restored according to the confirmed scope.
05
Choose what comes next
When appropriate, you may transition to recurring bookkeeping so the books stay current.
How cleanup is scoped
Catch-up work is confirmed separately.
The amount and condition of the work vary, so there is no single cleanup for every business. Once the records are current, ongoing support can begin. Ongoing support does not include catch-up work.
Get Your Free Financial ReviewNumber of months behind
Number of financial accounts
Transaction volume
Missing statements or source records
Condition of the existing books
Complexity of corrections required
Catch-up + tax readiness
Cleanup creates a more reliable set of records.
Unreconciled or incomplete books can make tax preparation harder because the underlying records may not be ready to use.
Catch-up bookkeeping can organize and reconcile those records. Tax preparation itself is a separate scope, and the exact tax support available is confirmed during the Financial Review.
After cleanup
Keep the books current when the business is ready.
After the agreed catch-up work is finished, businesses may choose recurring bookkeeping for ongoing categorization, reconciliations, and reporting. Recurring service is not mandatory.
Explore Business BookkeepingFrequently asked questions
Catch-up bookkeeping, explained clearly.
Understand the scope first
Find out what it will take to bring your books current.
Start with a Free Financial Review to understand the cleanup scope before committing.
Get Your Free Financial Review