Why Fort Worth Business Owners Trust Aiming High Solutions for Bookkeeping Clean Up Services

Bookkeeping Clean Up Services in Fort Worth, TX for Small Business Owners

Fort Worth Focused

As a Fort Worth-based business, we address the unique business needs of local entrepreneurs and startups, ensuring financial data aligns with your goals.

Clean Up Pros

Experts in resolving messy accounting records and optimizing your chart of accounts for accuracy in QuickBooks Online, delivering clean books that reflect true financial health.

Huntley's Touch

Adam Huntley’s leadership ensures Best Practices for reconciling your balance sheet and income statement, providing precise financial reports for informed business decisions.

Clear Finances

We transform disorganized accounting records into clear financial reports, highlighting tax deductions and empowering smarter business decisions with clean books.

Reliable Service

Trust us to sync bank feeds and streamline your accounting system, ensuring seamless tracking of credit card statements and business expenses for year-round readiness.

Peace of Mind

Stressed by messy credit card statements or overdue tax returns? Let us restore order to your balance sheet and income statement for lasting clarity and better business decisions.

Transparent Pricing

Affordable solutions tailored to small business owners, ensuring proper categorization of business expenses and maximized tax deductions without hidden costs.

Experienced Team

Adam Huntley’s team masters QuickBooks Online and Best Practices, ensuring your tax return prep is backed by accurate financial data and a robust accounting system.

Ongoing Support

Beyond cleanup, we offer guidance to maintain bank feeds, refine your chart of accounts, and adapt to evolving business needs—starting with a first step toward lasting financial health.

Schedule a consultation to tackle your business expenses, organize financial reports, and achieve compliance-ready tax returns with our Fort Worth experts. Free Consultation Session Free Consultation Session

Aiming High Solutions - The Best Bookkeeping Firm in Fort Worth

What Clients Say About Us

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Don't Let Messy Books Hold Your Business Back

Bookkeeping Clean Up Services in Fort Worth

Are you losing sleep over your company’s disorganized financial data and urgent Bookkeeping Clean Up needs? You’re not alone. Many Fort Worth business owners struggle with a mismatched balance sheet, an unclear chart of accounts, or incomplete records that cloud their financial clarity.

  • Outdated balance sheets that don't reflect your true financial position

  • Disorganized charts of accounts that make financial analysis impossible

  • Bank accounts that haven't been reconciled in months (or years)

  • Financial statements that don't make sense when you look at them

  • QuickBooks files that have become unwieldy and error-filled

Get Your Financial Records Organized with a Free Consultation Session

When you partner with Aiming High Solutions, you’ll gain more than a service—you’ll get a financial ally.

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    Get Caught Up Before It’s Too Late

    Signs Your Business Needs Professional Bookkeeping Clean Up

    Missing or Disorganized Financial Records

    Your bookkeeping process is failing if you’re drowning in chaotic financial transactions, misplaced receipts, and missing information. Messy books and an incomplete bookkeeping checklist make it impossible to track office supplies purchases or reconcile client’s books accurately.

    Tax Season Has Become a Recurring Nightmare

    If scrambling to meet deadlines leaves you stressed about tax compliance, your accounting practice needs improvement. Outstanding invoices and disorganized payroll reports compound the chaos, leaving your accounting services provider unprepared for your tax season filings.

    Personal & Business Expenses Are Intermingled

    Blurred lines between personal expenses and business expenses (like office supplies) create tax compliance risks and disrupt cash flow management. Without clear separation, your business's financial health becomes harder to assess.

    Bank Reconciliations Are Irregularly Performed

    Your account balances never align with bank statements and your general ledger is outdated & total mess up. Irregular reconciliations lead to missing transactions and errors in tracking financial transactions, undermining trust in your records and decisions.

    Financial Reports Can't Be Generated Quickly and on Time

    Struggling to produce a Loss Statement or payroll reports on demand? Inefficient financial management delays critical insights into your business's financial health and stalls strategic decisions. All these leading to confused business decisions.

    QuickBooks or Other Accounting Software Is a Mess

    Your bookkeeping software is cluttered with duplicates, missing transactions, or uncategorized entries (like office supplies). This disorganization turns catch-up bookkeeping into a marathon, leaving no time to Review Accounts Receivable or streamline bookkeeping tasks.

    Feeling Overwhelmed? Book a Free Consultation Session Book a Free Consultation Session

    Fallen behind on your bookkeeping?

    Our Catch Up Bookkeeping Services

    Rapid Bookkeeping Restoration

    Don't wait until tax season to reconcile your books—by then, it's often too late. Our efficient catch up processes get your books organized and up-to-date.

    Updated Financial Statements

    We ensure accurate bookkeeping across all financial accounts, providing precise and updated financial statements that reflect your true business position.

    Historical Data Organization

    We systematically organize your historical financial data, creating a solid foundation for future bookkeeping and financial analysis.

    Feeling Overwhelmed? Book a Free Consultation Session Book a Free Consultation Session

    Find the Perfect Package for Your Fort Worth Business

    • Basic Packages
    • Advance Packages

    Financial Health Check-Up Package

    $750

    A fixed, affordable rate for first-time clients

    • What is it :
      . One-time Financial Review
      Records Assessment
      Process Evaluation

    • What's included:
      Bookkeeping System Review
      Inconsistencies Identification
      Actionable Insights Report

    • Benefits:
      Financial Clarity Achieved
      Accuracy Value Demonstrated
      Record Maintenance Benefits

    "Get Organized" Starter Package

    $2000

    Flat rate to keep it simple and for long-term contracts

    • What is it :
      Financial Document Organization
      Books Updating Service

    • What's included:
      Expense Sorting/categorizing
      Software Setup Assistance
      Software Training Provided

    • Benefits:
      Clean Financial Start
      Process Streamlining
      Reduces Business Stress

    Monthly Financial Overview Package

    Custom

    Reduced rate for the first three months. Ex: 25% discount)

    • What is it:
      Low-commitment Package
      Monthly Bookkeeping Essentials

    • What's Included:
      Reconciliation
      Financial Summary Reports
      30-min Consultation Call

    • Benefits:
      Risk-free Trial
      Value Demonstration
      Consistent Financial Updates

    "Set for Success" Consultation Bundle

    $3000

    Introductory price for the first quarter

    • What it is:
      Three-session Bundle
      Foundation-focused Consultation
      Bookkeeping practice setup

    • What's included:
      Thorough Goal/Pain Analysis
      Best Practices Tutorial
      Growth Plan Creation

    • Benefits:
      Builds Cient Trust
      Strategic Guidance
      Business Growth Support

    Quarterly Review and Insight Package

    $5000

    Best Suited for Businesses Aiming for Strategic Growth

    • What is it:
      Quarterly Financial Analysis
      Partial Bookkeeping Alternative
      Periodic Clarity

    • What's Included:
      Quarterly Reconciliation
      Profit/Loss Summaries
      Insights Reports

    • Benefits:
      Financial Control Boost
      Monthly Commitment-Free
      Immediate Clarity

    Customized Package for Your Business

    Variable

    Tailored Package Based on Your Business Goals

    • What is it:
      Free 20--Minute Consultation
      Evaluation of Your Needs
      Tailored Package for Your Business

    • What's included:
      Risk-Free Evaluation
      Analysis of Current Bookkeeping Operations

    • Benefits:
      Pay for Services You Need
      Scalable Services based on Your Growing Business Needs

    Bookkeeping Clean-Up: How Does It Work?

    Reconcile All Bank Accounts

    Categorisation of past transactions in QuickBooks into categories like vendor payments.

    Figure Out The Exceptions

    Clarification of uncategorized transactions with owner to understand anomalies.

    Create Cash-Basis Reports

    Reconciled accounts enable us to create retroactive cash-basis reports for required months.

    You Get Tax-ready Financials

    You get tax-ready financial documents to gain clarity and to file taxes with confidance.

    What You Can expect to Get From Us

    When you partner with Aiming High Solutions, you’ll gain more than a service—you’ll get a financial ally.

      Name *

      Service Type

      Email *

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      FAQs

      Frequently asked questions

      bookkeeping fort worth

      Q1. Adam, what exactly is bookkeeping clean up? My books are a mess!

      Think of it as decluttering your finances. We sort through the chaos and make your records clear and accurate.

      Q2. Honestly, why should I even bother with a bookkeeping clean up right now?

      Clean books mean clear insights. Better decisions, fewer headaches, and a stronger financial future for you.

      Q3. Is bookkeeping clean up only for businesses in big trouble, or can it help anyone?

      It's for any DFW business wanting a fresh start. From startups to established firms, clarity helps everyone.

      Q4. Realistically, how long will a bookkeeping clean up take for my business?

      It varies, but we work efficiently. We'll discuss your specific situation for a timeframe that works.

      Q5. Adam, what's your approach to cleaning up bookkeeping? Will it be disruptive for me?

      We make it smooth and organized. Expect minimal disruption and maximum clarity as we work together.

      Q6. I'm worried about costs. What kind of investment are we talking about for clean up?

      Think of it as an investment in your financial health. We'll provide a clear, fair quote after understanding your needs.

      Q7. Okay, this sounds good. What's the first step to getting started with Aiming High?

      Just reach out! Let's chat about your books and how we can bring clarity to your DFW business.

      Q8. Will you use my existing bookkeeping software, or do I need to switch platforms?

      Absolutely! We work directly in your system, whether it’s QuickBooks, Xero, or another platform. Think of us as your "detectives" for client’s QuickBooks – we’ll clean up duplicate entries, fix data entry errors, and ensure your general ledger aligns with bank reconciliation results. No software changes needed!

      Q9. How does cleaning up overdue bills and outstanding invoices improve my cash flow?

      Those overdue bills and outstanding invoices silently drain your business's financial health. We’ll Review Accounts Receivable, chase unpaid invoices, and organize payroll taxes or bad debt write-offs. This clarity directly fuels cash flow management – you’ll know exactly what’s owed and what’s coming in.

      Q10. My old payroll reports are a disaster. Can you fix them?

      Yes! Payroll reports piled up? We’ll reconcile account balances, verify tax credits, and ensure compliance with tax regulations. Whether it’s missing transactions from previous years or human error in payroll taxes, we’ll untangle it so you avoid tax liabilities and penalties.

      Q11. Do you handle both fixed assets (like equipment) and intangible assets during cleanup?

      Absolutely. From office supplies to intangible assets like patents, we’ll categorize every financial transaction. Our bookkeeping cleanup checklist includes Review Inventory Records and updating depreciation schedules, ensuring your accurate financial records reflect the true value of assets.

      Q12. I mixed personal expenses with business transactions. How do you fix that?

      This is super common! We’ll comb through business transactions to separate personal expenses (like that family vacation on the company card). Using journal entries, we’ll reclassify costs, preserve accurate books, and create a step-by-step guide to prevent future mix-ups.

      Q13. After cleanup, how do I maintain accurate records without falling behind again?

      We’ll equip you with a bookkeeping checklist for daily bookkeeping basics and Regular reconciliation. Plus, our client portal lets you upload receipts, track financial processes, and message our team. No more missing information – just valuable insights to grow smarter!

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