Maple Tree Bookkeeping
Build a Better System
Piles of paperwork before a bookkeeping clean-up
Bookkeeping clean-up and second look

Clean, organized books you can rely on.

Whether your books have fallen behind or you just want a fresh set of eyes, our bookkeeping clean-up gets everything accurate, organized, and up to date, so you can make decisions with confidence.

Get a second look at your books Read the client story
Certified QuickBooks ProAdvisorMBA-backed strategyVirtual, nationwide
Warning signs

Signs your books need a second look

If any of these sound familiar, your books may be telling a story that isn't true.

Balances that don't make sense

Asset accounts sitting negative, or balances that never seem to change.

Missing loans or bills

Liabilities like loans, credit lines, or unpaid bills aren't on the books.

A tangled vendor list

Duplicate or messy vendors make it hard to tell who you actually owe.

A chart of accounts that doesn't fit

Categories don't match how your practice actually earns and spends.

Reports you can't read

You look at your reports and think, "I don't know what I'm looking at."

Your CPA keeps finding problems

Every tax season starts with corrections and questions.

Client story

From tangled books to a clear plan.

A chiropractor came to Maple Tree wanting a clearer picture of his practice's finances. When we took a close look at his books, we found a few things that needed attention.

What we found

  • Asset balances sitting negative when they should have been positive
  • Liabilities that weren't recorded at all
  • A vendor list so tangled it was hard to tell who he actually owed
  • A chart of accounts that didn't match how his practice actually ran

What we fixed

  • Cleaned up and organized his vendor list
  • Customized his chart of accounts to fit his practice
  • Tracked each income stream on its own, so he can see where money actually comes from
  • Brought every liability back onto the books, so nothing is hiding off to the side

Now he opens a clean report every month and sits down with his CPA to plan, not react.

That's what clear, organized books make possible.
Book a free call
What's included

A bookkeeping clean-up that gets to the bottom of it

We don't just tidy up the surface. We find what's wrong, fix it, and explain what we found, for chiropractors, wellness clinics, IV drip bars, and acupuncturists.

Organized desk with calculator after a bookkeeping clean-up
  • A second-look reviewWe review your books and tell you honestly what we see, even if everything checks out.
  • Full reconciliation of past periodsBank and credit card accounts reconciled for every period that needs it.
  • Vendor list cleaned upSo you know exactly who you owe.
  • Unrecorded liabilities brought onto the booksLoans, credit lines, and bills recorded where they belong.
  • Chart of accounts customizedBuilt around how your practice actually runs.
  • A clear summary and going-forward planWhat we found, what we fixed, and how to keep it right.
How it works

From unsure to confident

  1. Book a free call

    Tell us what's going on and why you're not sure the numbers are right.

  2. We take a second look

    We review your books and share what we find, in plain language.

  3. We clean it up right

    We clean up what's wrong and hand you books you can trust, with ongoing support if you want it.

FAQ

Questions about a bookkeeping clean-up

Can you review my books if someone else already does them?

Yes. Whether you do your own books or work with a bookkeeper, a fresh set of eyes can give you peace of mind and a clear picture of where things stand.

What if my books are actually fine?

Then we'll tell you. A second look is about getting an honest answer, not creating work.

How far back can you go?

As far back as needed to get your books accurate and reconciled. We generally start with your last filed tax return and work forward. In some cases, it also makes sense to clean up years that have already been filed, and we'll talk through whether that's right for your practice.

Will you judge how messy things are?

Never. We've seen it all, and there's no judgment here. The goal is to get you to clean, accurate books.

Do I have to switch to Maple Tree afterward?

No. After a clean-up, you can continue with our monthly bookkeeping or take your clean books back to your current team.

Is the discovery call free?

Yes. There's no cost and no obligation.

Explore

Keep your books clean afterward

Monthly bookkeepingAccurate, reconciled books every month.PayrollW-2 and 1099 team members paid right, on time.Financial reportsPlain-language reports you can act on.Setup for QuickBooksSet up right, with training for your team.
Kara, founder of Maple Tree BookkeepingTalk with our teamLed by Kara, Founder and Certified QuickBooks ProAdvisor

If you've ever thought "I don't know what I'm looking at"

You're not alone, and it's fixable. Book a free call and get an honest second look at your books.