We Tackle the Projects
Other Firms Avoid.
Bookkeeping cleanup, catch-up work, system implementation, financial analysis — complex, time-intensive projects that require expertise, precision, and the ability to find clarity in chaos.
"These aren't routine tasks. They require expertise, attention to detail, and the ability to sort through complexity to find clarity — that's exactly what we do." — Elizabeth Bergen, Founder & CEO, Foray Business Group
More Than Ongoing Maintenance
Sometimes your business needs more than regular bookkeeping — you need a project. Maybe your books are months behind. You're switching accounting systems. Or you need someone to dive deep into a specific financial challenge.
Our financial project services handle the challenging, time-intensive work that gets businesses back on track. We specialize in cleanup, catch-up, implementation, and analysis projects that give you a clean slate and a solid foundation for moving forward.
Every project begins with a thorough assessment and ends with a fixed-price quote — so you know exactly what you're getting, what it costs, and when it will be done.
Types of Financial Projects
Six specialized project types — each designed to solve a specific, complex financial challenge
Bookkeeping Cleanup
Your books are a mess. Transactions miscategorized, accounts that won't reconcile, numbers you can't trust.
- Correct transaction categorization
- Full account reconciliation
- Fix chart of accounts issues
- Resolve errors & discrepancies
- Clean, accurate financial statements
Catch-Up Bookkeeping
You've fallen behind — months, maybe longer. You need to get current before tax time, an audit, or a funding round.
- Process entire transaction backlog
- Recreate missing records
- Reconcile all catch-up periods
- Prepare catch-up financials
- Get audit or tax-filing ready
System Implementation
Starting fresh, switching systems, or finally moving off spreadsheets — we build the right foundation from day one.
- Software selection & setup
- Chart of accounts design
- Data migration from old system
- Integration with business tools
- Training & documentation
Financial Analysis
Deep-dive analysis of specific aspects of your business finances — profitability, pricing, cost structure, or department performance.
- Profitability by product/service
- Cost structure analysis
- Pricing strategy evaluation
- Department/location performance
- Custom reporting development
Special Projects
One-time financial needs that don't fit ongoing services — audits, loan applications, business sale prep, or forensic review.
- Audit preparation & support
- Loan/financing documentation
- Business sale preparation
- Insurance claim documentation
- Forensic bookkeeping review
System Migration
Moving platforms while preserving historical data, maintaining continuity, and ensuring everything reconciles on the other side.
- Platform evaluation & selection
- Data export & cleanup
- Import & verification
- Testing & reconciliation
- Parallel processing support
Cleanup & Catch-Up Process
A systematic, eight-step process that transforms messy, unreliable books into accurate financials you can use and trust.
- Assessment — Review your books, identify all issues, and scope the work required
- Planning — Create a detailed project plan with timeline and deliverables
- Data Gathering — Collect missing bank statements, receipts, and records
- Processing — Enter transactions, categorize properly, reconcile accounts systematically
- Correction — Fix errors, resolve discrepancies, adjust journal entries
- Verification — Multiple quality checks to ensure accuracy and completeness
- Reporting — Deliver clean financial statements and summary of all work completed
- Handoff — Train you or seamlessly transition into ongoing bookkeeping services
Get It Right From the Start
Poor system setup creates problems that compound over time. Incorrect chart of accounts, missing integrations, improper workflows — these mistakes waste time and create headaches for years.
Our implementation projects ensure your accounting system is configured properly from day one. We design the chart of accounts for your specific business, configure settings for optimal efficiency, integrate with your other tools, and establish workflows that save time and reduce errors.
Whether you're starting a new business, moving off spreadsheets, or switching to better software, we handle the entire process — from selection through setup, migration, testing, training, and go-live support.
Why Choose Project Services
The value of having expert project work done right, once
Clean Slate
Start fresh with accurate, organized books you can trust — and actually use to make business decisions.
Fast Resolution
Dedicated project work gets you caught up and back on track far faster than trying to squeeze it into regular hours.
Expert Analysis
Deep expertise in identifying and resolving the complex financial issues that generalist bookkeepers miss or avoid.
Audit Confidence
Know your financials are accurate and can withstand scrutiny — from a lender, an investor, or the IRS.
Better Foundation
Proper systems and clean books aren't just a fix — they're a foundation that pays dividends for years ahead.
Peace of Mind
Stop wondering what's wrong. Know exactly where your finances stand — and what they mean for your business.
Project Pricing
Fixed-price quotes based on scope — you know the cost before we start
Typical Project Range
$1,500–$5,000Most projects fall within this range
- Fixed-price quote before work begins
- No hourly billing uncertainty
- Clear scope and deliverables
- Milestone-based payment for large projects
- Timeline provided with every quote
- Free assessment consultation
What Affects Pricing
- Scope of work — months, transactions, accounts
- Complexity of issues to resolve
- Condition of existing records
- Timeline and urgency requirements
- Software platforms involved
- Special requirements or deliverables
How it works: After a free consultation to assess your project, we provide a fixed-price quote. No hourly billing surprises — you know the full cost before we start a single hour of work.
Common Questions
Everything you need to know about financial project services
Ready to Tackle Your Financial Project?
Schedule a free consultation to discuss your project, assess the scope, and receive a fixed-price quote with a clear timeline and defined deliverables.