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How Projexions Helps

Practical bookkeeping solutions for businesses that need to move forward.

Monthly Bookkeeping

For established businesses seeking a high-touch, long-term partner.

  • Limited Capacity: Projexions maintains a small client roster to ensure every account gets technical oversight.
  • Ongoing Maintenance: Reliable monthly reconciliations and categorization to keep your records stable year-round.
  • Selective Partnerships: We focus on quality over volume, maintaining a firm-level commitment to your data integrity.

Bookkeeping Cleanup

For businesses that have fallen behind and need to get tax-ready.

  • Catch-Up & Reconciliation: Reconciling months or years of neglected bank and credit card activity.
  • Platform Stabilization: Fixing messy data flows from Stripe, Shopify, and e-commerce platforms.
  • CPA Readiness: Delivering organized, usable records so your tax professional can file without delays.

The Diagnostic Tools

Not sure how much help you need? Use these tools to find out.

Free Bookkeeping Estimator

Get an instant, realistic projection of the hours and effort your cleanup will take.

How it works: A 2-minute quiz based on your bank activity and tech stack.

Result: An immediate estimate of time and cost.

Tax Readiness Evaluation

A structured, one-time professional review of your current records.

Includes: A 60-minute call and a written Tax Readiness Map (PDF).


Bookkeeper Hiring Help

For businesses about to hire who want a technical second opinion.

The Result: A written risk summary identifying technical red flags and competency signals before you sign a contract.


Frequently Asked Questions

How long does a cleanup take?

It depends on complexity. Some take a few days; others take longer. We once reconciled a full year in 12 hours.

How much will this cost?

We scope by project complexity rather than fixed packages. Use the Estimator for an instant projection.

Why a developer-led approach?

It allows us to fix broken data flows (like Stripe or Shopify) more precisely than manual data entry.

Do you provide tax filing?

No. Projexions provides organized data so your CPA can file accurately and easily.


Important Boundaries

Projexions provides organizational review and bookkeeping stabilization only. No accounting, tax, legal, or financial advice is provided.