Financial Health Review
A diagnostic on the live file: how far behind you are, whether the bank and books tie, and what a cleanup would take.
Albuquerque · New Mexico
QuickBooks cleanup and catch-up bookkeeping for owners who are behind, blocked by their CPA, or can’t see job profit. We diagnose first. We do not put you on a monthly plan on a broken file.
The problem
The bank balance is one number. QuickBooks is another. Jobs look profitable until payroll hits. The CPA won’t start until someone cleans the mess. Month-end is a guess.
That is catch-up work. It is not a subscription. Desert Elm starts there.
How it works
A diagnostic on the live file: how far behind you are, whether the bank and books tie, and what a cleanup would take.
Fixed-price QuickBooks cleanup and catch-up. One scope. One number. No surprise menu of surcharges.
Monthly bookkeeping, advisory, or fractional CFO only after the file can support it. Clean first.
Offers
Cash now
Catch up the books, rebuild what’s unusable, and tie accounts so your CPA can work. Quoted after the review.
Fixed price from $3,000
Reset detailsThe first conversation. We tell you if you need a cleanup, a catch-up, or something smaller.
Diagnostic first
Review detailsMonthly bookkeeping and, when the business is ready, advisory or fractional CFO. Not the front door.
After the file is clean
Ask about staying onWho we help
Job costing that doesn’t exist, retainage that never hits the books, and a bonding or bank request you can’t answer from QuickBooks.
Front desk has been “doing the books.” Deposits, providers, and the bank don’t tell the same story.
A filing, grant, or board packet is due and the file is months behind.
Based here
Desert Elm is based in Albuquerque. We show up for local owners and for any CPA who sends a dirty file. The Google listing is New Mexico. The work can travel.
Call or text the office line. Same-day callback on business days.
Questions
No. If the file is broken, we quote a Reset. Monthly work is a separate decision after the books are usable.
No. We clean and keep the books so your CPA can file. If your CPA already refused the file, that is a typical Reset.
The Review can happen as soon as we can see the file. Reset timing depends on how far behind you are and how complex the books are.
Yes, remotely, especially on referral. The public listing is built for New Mexico search.
Next step
Tell us if the books are behind, the CPA is blocked, or jobs aren’t costed. We’ll call you back.