Snyders BookkeepingSnyders Bookkeeping
Cleanup & Catch-Up · Portland

Portland Books Cleanup - From 'Years Behind' to Tax-Ready in One Engagement.

If your books are months or years behind, you cannot get a loan, you cannot file accurately, and you cannot trust any number in your business. We rebuild your books from your bank and credit card statements to a standard your CPA, your lender, and the IRS will accept - then transition you to clean monthly bookkeeping so it never happens again.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Small business owner reviewing monthly P&L report
90
DAY
GUARANTEE
Our Promise

If You Are Not Satisfied, You Don't Pay. Simple.

If you are not completely satisfied with our bookkeeping in your first 90 days - for any reason - we refund every dollar you have paid us. No paperwork. No negotiation. We have never had to honor it. But the guarantee is real.

The Problem

Behind on Books Is Not a Character Flaw. But It Gets Worse Every Month.

Most business owners who are behind on their books did not set out to get there. They started a business, got busy, and let the books slide for a month. Then two. Then a year. Now they are looking at a backlog that feels impossible, filing extensions they do not want to file, and making financial decisions with no reliable data.

What 'behind on books' actually looks like:

You haven't had clean books in 12 to 36 months.
You filed an extension last year. You are not sure you can avoid one this year.
Your CPA quoted you extra for the work they had to do because your books were wrong.
You applied for a loan and were declined or delayed because you couldn't produce clean financials.
You have accounts on your balance sheet that don't match your bank statements.
You genuinely do not know how profitable your business was last year.

Everything Included in a Books Cleanup Engagement.

  • Historical transaction categorization (any time period)
  • Multi-month or multi-year account reconciliation
  • Chart of accounts cleanup or full rebuild
  • Prior period adjusting journal entries
  • Sales tax review and reconciliation
  • 1099 review for prior periods
  • Tax-ready financial statements for past years
  • Summary of errors corrected and issues resolved
  • Clean handoff to ongoing monthly bookkeeping

How Cleanup Works.

01

Scoping Call

Review your existing file, identify the period to be cleaned, quote exactly.

02

Cleanup Execution

Categorize, reconcile, adjust, and rebuild from source documents.

03

Review & Handoff

Review cleaned books together, confirm accuracy, transition to monthly.

How Books Cleanup Is Priced.

Cleanup engagements are priced by scope - the time period involved, the volume of transactions, and the condition of your existing file. Most cleanups run 4 to 12 weeks depending on how far back we are going. We will quote you exactly after a 20-minute scoping call. There are no hourly billing surprises.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Max Snyder, Founder of Snyders Bookkeeping
Max Snyder, Founder
Certified Bookkeeper · QuickBooks ProAdvisor
About

Why Snyders Bookkeeping?

I am Max Snyder. I graduated from Portland State University with a degree in Finance and Supply Chain Management, and I built Snyders Bookkeeping because I kept hearing the same story from small business owners across Portland: "I have a bookkeeper, but I still do not understand my numbers."

That is the problem with most bookkeeping in this town. It treats your books like a compliance task, something to clean up before April. It is not. Your books are the operating system of your business. If you cannot see your margins, your cash position, and your runway in real time, you are guessing. And guessing is expensive.

I built Snyders Bookkeeping around three principles:

"Your numbers should mean something."

Every monthly close comes with plain-English commentary on what changed and why. If a number moved, you will know what caused it.

"Cash flow is not optional."

Most Portland bookkeepers will never produce a cash flow statement or a runway statement. We produce both, monthly, with a 90-day forward forecast. You will know what your cash position will look like before it gets uncomfortable.

"Your CPA should never have to clean up after us."

We coordinate with your tax preparer year-round. Your year-end filing should be quick because everything was right all year.

I am a QuickBooks ProAdvisor and a Certified Bookkeeper. I work exclusively with QuickBooks Online because it is the only platform that gives you and your CPA real-time access to the same numbers. I am based in Happy Valley and serve clients throughout the Portland metro and Southern Washington.

If you are tired of bookkeeping that stops at "your accounts are reconciled," let us talk.

- Max Snyder

QuickBooks ProAdvisorCertified BookkeeperPortland State, Finance
Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts
Monthly close review for Portland small business
Cash flow forecast for a Portland small business
Bookkeeper handing year-end package to a Portland CPA
FAQ

Frequently Asked Questions

Don't see your question? Call us - most owners get a clear answer in under 10 minutes.

Call Now - (503) 660-8211
✓ 90-Day Money-Back Guarantee✓ No Long-Term Contracts

We price by transaction volume, which means you pay for the work that is actually being done, not a flat fee built around someone else's average. After a brief discovery call, we will quote you exactly. Most small businesses know within 10 minutes whether the numbers make sense for them.

That is a cleanup engagement. We rebuild your books from your bank and credit card statements, get you to a clean current state, then transition you to monthly maintenance. Cleanups are quoted separately based on scope. The longer you wait, the more it costs, so the answer is usually "start now."

Yes, and here is why. A CPA prepares your taxes and provides strategic tax advice. A bookkeeper maintains the financial records the CPA uses to do that work. Asking your CPA to also do your bookkeeping is like asking your surgeon to also be your nurse: possible, but expensive and inefficient. Good bookkeeping makes your CPA cheaper and more useful.

QuickBooks Online, exclusively. It is the only platform that gives you, us, and your CPA real-time access to the same financial data. If you are currently on a different platform, we will handle the migration as part of onboarding.

Most clients are fully onboarded within 14 days of signing. That includes connecting bank feeds, setting up your chart of accounts, coordinating with your CPA, and reviewing your historical data so we know what we are inheriting.

If you are not satisfied with our work in your first 90 days, for any reason, we refund every dollar you have paid us. No paperwork, no negotiation. We can carry that guarantee because we do not lose clients in the first 90 days. If you become the first, you should get your money back.

Schedule Your Free Bookkeeping Consultation

✓ 90-Day Money-Back Guarantee