Bookkeeping & Clean-up Catch-Up for US Businesses
We fix messy books, reconcile months of backlog, and deliver clean, tax-ready financials so you can run your business with confidence.
Platform-Verified Expertise
Click a certification to see what it unlocks for your business.
Built on platform best practices.
Your books are structured correctly from day one.
- Clean chart of accounts
- Accurate reconciliations
- Reliable financial reports
- No messy retroactive fixes
Numbers that speak for themselves
Click any tile to reveal the metric, its visual story, and what it means for your business.
Trusted by founders who need clean books, fast
Real results from cleanup catch-up and ongoing bookkeeping across industries.
We were 14 months behind on our books. Twelix had everything reconciled and tax-ready in under 3 weeks. Our CPA was genuinely impressed.
Founder & CEO
E-commerce, DTC Brand
Best investment we made this year. Clean books, proper P&L, and I actually understand where our money goes now.
Co-founder
E-commerce
Managing inventory across Shopify and Amazon was a nightmare for our books. Twelix sorted the COGS tracking and now our margins actually make sense.
Operations Lead
E-commerce, Multi-channel
Switching from our old bookkeeper was seamless. Twelix found $12K in miscategorized expenses within the first month of cleanup.
Co-founder & COO
SaaS Startup
We needed someone who could handle Stripe + QBO reconciliation across 3 entities. Twelix nailed it and now handles our monthly close.
Head of Finance
Fintech
Fast, thorough, and they actually communicate. Monthly reports land on time, every time. Exactly what we needed.
CFO
Tech Startup
I dreaded opening QuickBooks. Now I get clean reports every month that I can actually use to make decisions. Total game changer.
Owner
Consulting Firm
They cleaned up 2 years of backlog in 10 days. I finally have financial clarity and my accountant says the books are spotless.
CEO
Marketing Agency
As a law firm, accuracy is non-negotiable. Twelix handles our trust accounting and operating accounts flawlessly every month.
Managing Partner
Law Firm
The onboarding was professional and fast. Within a week they had full access and started reconciling. No hand-holding needed.
Operations Manager
Construction
Our previous bookkeeper left a mess. Twelix not only fixed it but built a system so it never happens again. Worth every penny.
Founder
Real Estate
Job costing across 15 active projects used to be chaos. Twelix set up proper tracking and now we know profit per project in real time.
Owner
General Contractor
I was nervous about giving access to our accounts. Their permission-based approach made me feel completely secure from day one.
Owner
Healthcare Practice
Between insurance reimbursements and patient payments, our books were always off. Twelix got everything matched and reconciled within two weeks.
Practice Manager
Dental Clinic
We needed HIPAA-conscious bookkeeping with zero excuses. Twelix delivered clean financials and never missed a monthly deadline.
Director of Operations
Home Health Agency
Join founders who trust us with their books
Built on the accounting tools you already trust
We work seamlessly across leading accounting and finance platforms
Works with your existing accounting stack
What We Offer
Everything required to keep your books accurate, current, and tax-ready.
Chart of Accounts setup and review
A structured, industry-standard chart of accounts tailored to your business for precise categorization and clean reporting from day one.
- COA structure
- Category rules
- Clean reporting
Let us tailor a plan for your business
See the difference clean books make
Toggle between Before and After to see exactly what changes.
Unreconciled
Bank Reconciliation
6+ months behind
~60%
Categorization Accuracy
Bulk uncategorized
47 / 23
Duplicate / Missing Txns
Duplicates / missing
Unclear
AR / AP Status
No aging reports
None
Cash Flow Visibility
No cash flow statement
Mixed
Owner Draws & Payroll
In operating expenses
Never
Monthly Close
Books never closed
Not Ready
Tax Readiness
Major gaps exist
Audit Summary
Multiple issues require attention
Category Breakdown
See your own before & after transformation
A clean, predictable bookkeeping process
Secure Access + Intake
We collect read-only credentials, review your current books, and define the scope of work with clear timelines.
Cleanup + Reconciliation
We fix categorization errors, resolve duplicates, reconcile all accounts, and eliminate backlog.
Standardize Chart of Accounts
We restructure your chart of accounts for industry standards, accurate reporting, and CPA readiness.
Monthly Close System
We implement a repeatable close checklist: reconciliations, accruals, categorization, and reporting by the 15th.
Reporting + Ongoing Support
You receive clean financial statements, reconciliation summaries, and a dedicated point of contact every month.
Why founders choose us
Operational maturity, not just bookkeeping. Every engagement is built on process, security, and accountability.
Structured onboarding
Clear timelines, defined milestones, and full transparency from day one.
Documented close checklist
A repeatable, auditable process that runs like clockwork every month.
Dedicated point of contact
One person who knows your business inside-out. No ticket queues.
Secure, permission-based access
Read-only credentials and encrypted workflows. Zero risk to your data.
Clear deliverables
Financial statements, reconciliation summaries, and reports delivered on schedule.
Structured onboarding, clean books in weeks
Transparent starting prices
Final pricing confirmed after a quick review of your books.
One-Time Clean-Up
For businesses that are months behind and need their books cleaned up fast.
- Backlog bookkeeping & reconciliation
- Transaction review & categorization
- Duplicate & error correction
- Bank & credit card reconciliation
- Tax-ready financial statements
- Detailed clean-up summary report
Monthly Bookkeeping
For small businesses that need consistent, accurate monthly books.
- Setup QuickBooks Online (QBO), Puzzle, Rillet, or Xero
- Monthly Bookkeeping
- Monthly Reconciliations
- Categorized transactions
- Bank & credit card reconciliation
- Profit & Loss + Balance Sheet
- CPA-ready financials
- Email support
Enterprise-Level Accounting
For growing businesses that need deeper financial control and reporting.
- Full-service bookkeeping & accounting
- Accounts receivable & payable (AR/AP)
- Cash-flow tracking & reporting
- Monthly close & review
- Advanced financial reporting
- Priority support
Pricing varies based on transaction volume, complexity, integrations, and scope. Final pricing is confirmed after a quick review.
Need a Dedicated Bookkeeper or Tax Accountant?
Starting from$1,599/ month
- Works exclusively for your business
- Dedicated allocation (full-time or part-time)
- Vetted, experienced bookkeeping or tax talent
- Managed support & replacement coverage
Tell us your role, workload, and software stack (QuickBooks/Xero/etc.).
Frequently asked questions
Most engagements begin within 48 hours of signing. We collect secure access credentials and start with a comprehensive review of your current books before any cleanup begins.
We primarily work with QuickBooks Online, QuickBooks Desktop, Xero, and Sage Intacct. We also integrate with Stripe, PayPal, Gusto, ADP, and other financial platforms.
Pricing depends on your transaction volume, number of accounts, months behind, and the complexity of your financial setup. We provide a clear quote after a brief review. No surprises.
Absolutely. We use read-only and permission-based access to your accounting platform. We never store your banking credentials, and all data is handled with strict confidentiality.
Yes, transitions are seamless. We handle the full migration, review prior work for errors, and set up a clean system going forward. Many clients come to us after a bad experience elsewhere.
Get a custom quote based on your books
Get a clean, tax ready-books plan in minutes
Tell us where you're stuck. We'll confirm scope, timeline, and next steps. No commitment required.