Year-end catch-up: 12 months of statements, tied out, for $149

Your CPA wants reconciled books for the year. Send 12 statement PDFs for one account; get import files and a month-by-month tie-out sheet back, delivered within 12 hours.

What the $149 includes

• 12 statement-months for one bank or card account
• A QBO (Web Connect) file, a Xero CSV and a plain CSV for each month
• A tie-out sheet: each month's opening balance + net activity = closing balance, and each closing balance chained to the next month's opening
• Delivery within 12 hours through a private link at /pickup

Check us before you pay

Send one month first, free (one per firm). If its tie-out matches your statement, order the other months. Start with one month free.

Tie-out guarantee

If the output doesn't reconcile to the statement's opening and closing balances and we can't fix it, you don't pay for that statement.

What you do

1. Pay $149 by Stripe checkout.
2. Upload the 12 PDFs with your receipt number.
3. Pick up the files and import them. You review categories; we are not CPAs.

Buy the 12-month catch-up, $149 Try one month free first →

12 × $15 would be $180. One-time charge, no subscription. Send only statements you manage for the account holder. Links expire 7 days after delivery; our copies are deleted in the next daily cleanup. See the year-end checklist.