For the person whose books are a problem but who does not want an ongoing arrangement, or not yet. Two hours, either at my office on Taraval or at your place of business anywhere in the city and down the peninsula as far as San Bruno. Bring whatever you have: QuickBooks, Xero, a spreadsheet, a shoebox, or a bank app and a bad feeling. What we usually get through in two hours: fix the chart of accounts so your categories match how you actually work, find the transactions that have been miscategorised all year and understand why, sort out the personal and business mixing, set up the subcontractor and W-9 tracking, and write down the ten-minute weekly routine that keeps it from happening again. What you leave with: a corrected file, a one-page written summary of what we changed, and a short list of what still needs doing with an honest note on which items you can handle yourself. I have done this maybe two hundred times. About half the people never need me again, which is the point. Deposit of 25 percent holds the appointment and comes off the total. If we finish in ninety minutes I bill ninety minutes.

For the person whose books are a problem but who does not want an ongoing arrangement, or not yet. Two hours, either at my office on Taraval or at your place of business anywhere in the city and down the peninsula as far as San Bruno. Bring whatever you have: QuickBooks, Xero, a spreadsheet, a shoebox, or a bank app and a bad feeling. What we usually get through in two hours: fix the chart of accounts so your categories match how you actually work, find the transactions that have been miscategorised all year and understand why, sort out the personal and business mixing, set up the subcontractor and W-9 tracking, and write down the ten-minute weekly routine that keeps it from happening again. What you leave with: a corrected file, a one-page written summary of what we changed, and a short list of what still needs doing with an honest note on which items you can handle yourself. I have done this maybe two hundred times. About half the people never need me again, which is the point. Deposit of 25 percent holds the appointment and comes off the total. If we finish in ninety minutes I bill ninety minutes.