Behind on your books
A few missed months or a multi-year backlog.
Get your books in order—and keep them that way.
Cleanup and monthly bookkeeping, so you can focus on what’s next.
Let’s talk about your booksA practical first conversation. No judgment.
Remote bookkeeping, nationwide
WHO WE HELP
A good place to start.
Wherever you are.
Ready to hand it off
Move beyond doing the monthly bookkeeping yourself.
Switching bookkeepers
A practical transition from your current setup.
Preparing for what’s next
Financial records for a sale, refinance, loan application, or expansion. Financing isn’t guaranteed.
ONGOING BOOKKEEPING
The right level of support.
A steadier month ahead.
Choose your level of support. We’ll review your needs and provide a fixed quote.
A CLEAR FOUNDATION
Essential
Your books handled.
- Transaction categorization
- Monthly account reconciliation
- Monthly profit & loss and balance sheet
- Email support for bookkeeping questions
CLARITY + CONVERSATION
Plus
Your books handled and explained.
Everything in Essential, plus:
- A monthly review call
- Explanation of financial changes
- Written items needing your attention
- Cash-flow tracking
A CLOSER VIEW
Premium
More frequent updates and deeper visibility.
Everything in Plus, plus:
- Weekly bookkeeping updates
- A cash-flow forecast
- Class, location, or project reporting, scoped to your needs
Cleanup is scoped separately from monthly bookkeeping. Your proposal confirms the accounts covered, reporting schedule, and support included.
ADDITIONAL SERVICES
More support.
One clear plan.
Add the support you need. Quoted separately.
Payroll
Support with payroll processing, employee pay records, and payroll reporting and filings within the agreed scope.
Tax preparation & filing
Bring your books and tax returns together, with tax preparation and filing delivered through our service partner, Obox.
Bill management & payments
Organize vendor bills, track due dates, and prepare payments for your approval.
Invoicing & accounts receivable
Create customer invoices, track outstanding balances, review receivables aging reports, and send payment reminders.
Contractor payments & 1099s
Keep contractor records organized, track payments, and handle year-end 1099 preparation and filing.
QuickBooks setup & migration
Set up a new bookkeeping system or move your existing records into QuickBooks with a clear transition plan.
Your proposal confirms the work included, responsibilities, schedule, and fees.
BOOKKEEPING CLEANUP
Behind doesn’t have
to mean stuck.
Let’s turn the backlog into a plan.
Talk through your cleanupWhether it’s a few missed months or a multi-year backlog, we’ll review your records, identify what’s missing, and give you a fixed quote for the agreed work.
Have unfiled taxes, too?
We can organize the bookkeeping records needed for your returns and arrange tax preparation and filing through Obox. Cleanup and tax services are scoped separately. Tax debt resolution is not included.
HOW IT WORKS
A clear start.
A steadier way forward.
Talk & review
Tell us what’s going on. We’ll review the records and identify what needs attention.
Agree on the plan
Agree on the scope, fixed quote, schedule, required records, and responsibilities before work begins.
Get the books in order
For cleanup, catch up and correct the backlog. Categorize transactions, reconcile accounts, and review the financial reports.
Review & keep moving
Review the work and open questions with your point of contact. Hand off cleaned-up books or continue with the agreed monthly support.
A FEW THINGS YOU MAY BE WONDERING
Let’s make this
a little simpler.
Do I need to be caught up before we talk?
No. Cleanup is a good starting point when your books are behind. We’ll review the backlog first and agree on a scope before work begins.
Can we work together remotely?
Yes. Desert Elm Bookkeeping works remotely with small-business owners nationwide. We’ll agree on how to exchange records and communicate as part of getting started.
How is the work priced?
After reviewing your records and needs, we’ll give you a fixed quote for the agreed scope. Cleanup and ongoing monthly bookkeeping are scoped separately.
Does bookkeeping include tax preparation?
Tax preparation and filing are available separately through Obox. They are not included in the monthly bookkeeping packages. We can include both bookkeeping and tax services in your proposal; tax debt resolution is not included.
LET’S TALK ABOUT YOUR BOOKS
You don’t have to
sort it all out first.
Tell us where things stand. We’ll start there.
Prefer email? hello@desertelmbookkeeping.com
Office: (505) 226-2262
