Financial Cleanup

From Years of Mess to IRS-Proof Books: Your Fresh Start Begins Here

It's the moment every owner dreads. Your tax guy looks at your books and says, 'This is a mess'. Or worse, the IRS sends a notice.

You're facing months (or years) of financial chaos: mixed personal/business expenses, uncategorized transactions, and total uncertainty.

Take a deep breath. We fix this every day.

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A True Partnership

Why Your CPA Quoted You $10K (And Why We Don't)

Let's talk honestly about why cleanup quotes make you want to cry:
Your CPA charges $150-$300 per hour because they're tax specialists.

They're expensive because they're experts at tax strategy—not at untangling two years of mixed expenses. When they quote cleanup work, they're essentially saying "this will take me 30-40 hours of work I don't enjoy doing."

They're protecting themselves from your mess becoming their liability. If they file your taxes on messy books and the IRS audits you, it's their problem too. So they quote high to either scare you into cleaning it up yourself or to cover the risk.

Most of the cost is inefficiency. CPAs aren't cleanup specialists. We are. We've developed systems and processes that let us do in 15 hours what takes them 30.

Here's the truth: Cleanup should cost money—it's manual, detail-oriented work. But it shouldn't cost $10,000 for a small business.

Our model is different:

Fixed-price quotes (no hourly billing surprises)

Transparent scoping (we tell you exactly what's broken and what it takes to fix it)

Partnership approach (we educate you during cleanup so it never happens again)

Schedule My Free Financial Health Checkup
What You Get

How We Untangle Your Books.

Step 1: The Honest Assessment (15 minutes, free)

You share your QuickBooks screen with us. We don't gasp or judge—we've seen worse, trust us. We identify what's actually broken: mixed accounts, uncategorized transactions, missing reconciliations, whatever the issue is.

Step 2: The Real-Talk Quote (48 hours)

We give you a fixed-price quote with a clear scope: "Here's what's broken, here's what it takes to fix it, here's what it costs." No hourly billing. No surprises. If you got a $10K quote elsewhere, prepare to be pleasantly surprised.

Step 3: The Cleanup Partnership (2-6 weeks, depending on complexity)

We do the heavy lifting, but we don't disappear. We'll ask you questions ("What was this $4,200 charge?"), teach you what went wrong, and show you how to prevent it. This isn't just cleanup—it's education.

Step 4: The Clean Handoff

You get IRS-proof books, clean financial statements, and a CPA-ready package. More importantly: you get peace of mind and the confidence to move forward.

Get My Cleanup Assessment

Real Results.

Businesses that got their finances right

"We stopped guessing about cash flow and started making moves that actually worked."
Michael Torres
Owner, Tech startup
"The numbers finally made sense. We knew exactly where we stood each month."
Sarah Chen
CEO, Manufacturing firm
"This changed how we think about money. Simple, clear, and it works."
James Mitchell
Founder, Consulting group
Who This Is For

Is a Financial Cleanup Right for You?

This probably isn't the right fit if you:
You're only 2-3 months behind (you probably just need regular bookkeeping to catch up)
Your books are mostly clean with just a few problem transactions (we can fix this during onboarding)
You haven't started your business yet (you don't have a mess to clean—just start fresh with us)
This service is perfect if you:
Your CPA told you they "can't work with these books" or quoted you $8K+ for cleanup
You've gone 6+ months without reconciling your bank accounts
You regularly mixed personal and business expenses (and now can't untangle them)
You have years of uncategorized transactions sitting in QuickBooks
You received an IRS notice and need to get your books audit-ready fast
The Process

How We Build Your Financial Foundation

We don't believe in one-size-fits-all solutions. Your business is unique, so your financial strategy should be too. Here's how we work with you to get it right.

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We listen first

Before we touch anything, we understand your business. What keeps you up at night? Where do you want to be in three years? What's broken right now?

We diagnose honestly

We look at your current setup and tell you exactly what's working and what isn't. No sugar-coating. No unnecessary upsells. Just the truth about where you stand.

We execute with you

We don't hand you a plan and disappear. We build the systems, run the numbers, and stay beside you until it's working. You're never alone in this.

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Not Sure You Need This?

Book a free 15-minute assessment. We'll look at your books and tell you honestly: "This needs a full cleanup" or "You just need to catch up—here's how."

Schedule My Free Health Checkup
Juan Carlos Rodriguez, CEO of ROCA Advisors

Questions?

Find answers about how our financial cleanup service works and what to expect.

What exactly is a 'Bookkeeping Cleanup'?

A cleanup is a "deep clean" for your business finances. We go back through your historical data to categorize every transaction, reconcile every bank account, and separate personal from business expenses. The goal is to make your books accurate, "IRS-proof," and ready for taxes or investors.

I'm embarrassed by how messy my books are. Will you judge me?

Never. We know that "financial chaos" is a normal part of growing a business. Our process is built on empathy and "Acompañamiento." We provide a safe, non-judgmental space to fix the "desmadre" (mess) so you can stop stressing and start sleeping better.

How long does a cleanup take?

It depends on the complexity and volume of your transactions, but we work fast to get you up to speed. Most cleanups take 30–60 days. We start with a diagnostic Health Checkup to give you a clear timeline and a flat-rate price—so there are no surprises.

Will a cleanup fix my problems with the IRS?

We cannot represent you in tax court, but we can give you the best defense: accurate data. Most IRS issues stem from disorganized records. We reconstruct your financial history to prove your expenses and income, giving your CPA exactly what they need to file amendments or negotiate on your behalf.

Why is a cleanup so expensive?

A cleanup is manual, forensic work. We have to investigate and correct thousands of past transactions, which takes significant time and expertise. However, it is almost always cheaper to fix it now than to pay IRS penalties or overpay on taxes because of missed deductions.

Still have questions?

Reach out and let's talk.

Contact us

Schedule a Consultation

Pick a time below to chat with Juan Carlos. We’ll diagnose the issues, give you an honest assessment, and show you the path from chaos to clarity.