Historical cleanup
Reconcile available records, identify gaps and prepare the agreed cleanup work.
Catch-up bookkeepingBookkeeping cleanup & ongoing supportGet your books current.
Get your books current.
Keep them in place.
Bring scattered records into a clear starting point. We help identify the cleanup or ongoing bookkeeping you need, then agree on the scope and price before work begins.
Free initial discovery. Monthly, year-end and historical work are scoped separately.
The support your records need.
Monthly bookkeeping
Define recurring reconciliations, reporting and the records you supply each month.
Monthly supportYear-end bookkeeping
Organize the agreed reporting period and prepare records for professional tax review.
Year-end preparationStart with your main concern.
With your permission, we also check for related bookkeeping, personal tax, business tax and notice needs. You decide which next steps to pursue; identifying a need does not add services or charges.
Bookkeeping
Current records, monthly support, year-end work or historical cleanup.
Personal taxes
Missing return years, self-employment records and related state filings.
Business taxes
Entity returns, filing periods and books needed for preparation.
Agency notices
Agency, notice date, reported deadline and whether professional review is urgent.
Scope first.
Price second.
Fees depend on the periods, transaction volume, accounts, condition of records and deliverables. We will not guess a monthly price from an incomplete description.
A proposal states the included work, hours, fees and exclusions. Any additional charge requires your approval before the added work begins.
If taxes also need attention
With your permission, discovery can identify missing personal or business returns and notices. A tax assessment consultation costs $99 USD; tax preparation and representation are separately agreed.
Routine bookkeeping does not automatically require a paid tax consultation.
Start with what you have.
You can tell us the last reconciled period, the software you use and which records are available. Please do not send statements, tax IDs or account credentials through general contact.
Online requests
Request form not yet connected
Contact 888-422-2835 or contact@u3support.com about the next step. Do not send sensitive records by email.
Questions before you start
Do I need to be ready for monthly service?
No. Historical cleanup can be scoped first, with monthly maintenance considered separately.
Can you prepare taxes too?
If discovery identifies tax needs, we can discuss a separate assessment and appropriately qualified practitioner. Bookkeeping does not include tax work unless the engagement says so.
What if records are incomplete?
We identify the missing periods and information for review. Unsupported figures are not accepted as completed records.