Skip to main content

Services

Bookkeeping Cleanup

Tax season has a way of surfacing problems that were easy to ignore. If your books are behind and a CPA can't proceed, cleanup is usually the first step.

Projexions provides hands-on bookkeeping cleanup for small businesses, agencies, and e-commerce sellers—particularly those dealing with:

  • Months or years of unreconciled accounts
  • Messy Stripe, Shopify, or payment processor records
  • Expenses that were never properly categorized
  • Records that need to be usable before a tax deadline

Scope is determined individually based on how far behind things are and what's actually needed.

Learn more

Bookkeeper Hiring Help

Hiring the wrong bookkeeper leads to months of cleanup, confusion, and avoidable cost.

Projexions offers a second opinion before you make a hire—a pre-hire risk check focused on role fit and observable signals.

This includes:

  • Review of role context and responsibilities
  • Review of interview notes or a recorded interview
  • Written risk summary identifying competency signals, red flags, and areas to verify

Fee: $250
Delivery: 24–48 hours

This service does not include hiring decisions, HR advice, or guarantees. Its purpose is to reduce obvious hiring risk before a commitment is made.

Request Help

Not Sure Where You Stand?

For businesses that aren't sure whether they need cleanup—or can handle it themselves—Projexions offers a one-time Tax Season Readiness evaluation.

This is a 60-minute call plus a written assessment of where things actually are, what needs attention before filing, and what can wait.

From there, options are clear: hire Projexions for cleanup, tackle it yourself with the right tools, or hand the map to someone else.

If you move forward with cleanup, the evaluation fee is credited toward the engagement.

Learn more

Scope & Boundaries

Projexions provides bookkeeping cleanup and organizational support—not professional advice.

  • No tax advice or tax filing
  • No accounting opinions or audits
  • No legal or financial advice
  • No guarantees of outcomes

Work is scoped individually based on complexity, timing, and fit.