Bookkeeping & Cleanup Catch-Up for Busy US Businesses
We fix messy books, reconcile months of backlog, and deliver clean, tax-ready financials -- so you can run your business with confidence.
Revenue
$84.2K
+12.3%
Expenses
$31.5K
-3.1%
Net
$52.7K
+8.7%
Trusted by founders who need clean books -- fast
Real results from cleanup catch-up and ongoing bookkeeping.
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
I dreaded opening QuickBooks. Now I get clean reports every month that I can actually use to make decisions. Total game changer.
Owner
Professional Services
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
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
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
I was nervous about giving access to our accounts. Their permission-based approach made me feel completely secure from day one.
Owner
Healthcare Practice
Best investment we made this year. Clean books, proper P&L, and I actually understand where our money goes now.
Co-founder
E-commerce
Fast, thorough, and they actually communicate. Monthly reports land on time, every time. Exactly what we needed.
CFO
Tech Startup
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
I dreaded opening QuickBooks. Now I get clean reports every month that I can actually use to make decisions. Total game changer.
Owner
Professional Services
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
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
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
I was nervous about giving access to our accounts. Their permission-based approach made me feel completely secure from day one.
Owner
Healthcare Practice
Best investment we made this year. Clean books, proper P&L, and I actually understand where our money goes now.
Co-founder
E-commerce
Fast, thorough, and they actually communicate. Monthly reports land on time, every time. Exactly what we needed.
CFO
Tech Startup
Fast, thorough, and they actually communicate. Monthly reports land on time, every time. Exactly what we needed.
CFO
Tech Startup
Best investment we made this year. Clean books, proper P&L, and I actually understand where our money goes now.
Co-founder
E-commerce
I was nervous about giving access to our accounts. Their permission-based approach made me feel completely secure from day one.
Owner
Healthcare Practice
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
The onboarding was professional and fast. Within a week they had full access and started reconciling. No hand-holding needed.
Operations Manager
Construction
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
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
Switching from our old bookkeeper was seamless. Twelix found $12K in miscategorized expenses within the first month of cleanup.
Co-founder & COO
SaaS Startup
I dreaded opening QuickBooks. Now I get clean reports every month that I can actually use to make decisions. Total game changer.
Owner
Professional Services
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
Fast, thorough, and they actually communicate. Monthly reports land on time, every time. Exactly what we needed.
CFO
Tech Startup
Best investment we made this year. Clean books, proper P&L, and I actually understand where our money goes now.
Co-founder
E-commerce
I was nervous about giving access to our accounts. Their permission-based approach made me feel completely secure from day one.
Owner
Healthcare Practice
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
The onboarding was professional and fast. Within a week they had full access and started reconciling. No hand-holding needed.
Operations Manager
Construction
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
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
Switching from our old bookkeeper was seamless. Twelix found $12K in miscategorized expenses within the first month of cleanup.
Co-founder & COO
SaaS Startup
I dreaded opening QuickBooks. Now I get clean reports every month that I can actually use to make decisions. Total game changer.
Owner
Professional Services
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
Built on the accounting tools you already trust
We work seamlessly across leading accounting and finance platforms
What We Offer
Everything required to keep your books accurate, current, and tax-ready.
Chart of Accounts setup and review
Structured, industry-standard chart of accounts tailored to your business for accurate categorization.
QuickBooks setup (Online or Desktop)
Full configuration, migration, and optimization of your QuickBooks environment.
Accounts Receivable and invoicing
Track who owes you, manage invoicing, and maintain clean aging reports.
Accounts Payable and bill pay workflows
Streamlined bill tracking, approvals, and payment workflows so nothing falls through.
Bank and general ledger reconciliations
Monthly reconciliation of all bank, credit card, and ledger accounts to ensure zero discrepancies.
Monthly, quarterly, and annual financial statements
P&L, balance sheet, and cash flow statements delivered on schedule, every period.
Monthly, quarterly, and annual sales tax reporting support
Accurate sales tax calculations, filings support, and multi-state compliance tracking.
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
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
Structured onboarding
Clear timelines and expectations from day one
Documented close checklist
Repeatable process every single month
Dedicated point of contact
One person who knows your business
Secure, permission-based access
Read-only credentials, zero risk
Clear deliverables
Financial statements and summaries on schedule
Transparent starting prices
Final pricing confirmed after a quick review of your books.
Starter
For small businesses with straightforward books and low volume.
- Monthly bookkeeping
- Bank reconciliation
- Basic financial statements
- Email support
Growth
For growing businesses that need full-service bookkeeping and reporting.
- Everything in Starter
- Accounts receivable & payable
- Cash flow reporting
- Dedicated bookkeeper
- Priority support
Cleanup Catch-Up
For businesses months behind that need their books cleaned up fast.
- Full backlog reconciliation
- Transaction categorization
- Duplicate & error correction
- Tax-ready financials
- Detailed cleanup report
Pricing is dynamic and depends on business complexity, transaction volume, integrations, and scope of work. Final pricing is confirmed after a quick review.
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 clean-books plan in 15 minutes
Tell us where you're stuck. We'll confirm scope, timeline, and next steps -- no commitment required.