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Get that weight off your shoulders with Bookkeeping CLEANUP SERVICES

If your business has fallen behind on its books, don’t worry; it happens all the time. No matter what state your accounts are in, we can step in to help you eliminate the backlog and remove that weight from your shoulders. As part of our bookkeeping services, we offer a thorough bookkeeping cleanup option for business owners. We can help get you up to date and ready to file super-fast.

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Business owner has peace of mind from Bookkeeping Clean Up Services
A Dedicated Experienced Team

Even if you’re missing items or have disorganized records, PRESAGE can help. We’ve got the experience to tackle a difficult backlog of months or even years.

A Custom Solution

One size doesn't fit all. Every situation, and what's needed to resolve it, is different. We will assess the situation and provide the response that's right for your unique needs.

Fast Completion Times

We can complete months and even years of incomplete bookkeeping quickly. That means more time for your business and peace of mind that your books are accurate.

Tax-Ready Financials

At completion you'll have an accurate set of books. With your chart of accounts and transactions in order, you can generate accurate financial reports in time for your tax filing.

Not Sure What Condition Your Books Are In?

It is very common for businesses to lose track of their books from time to time – especially small and new businesses. Keeping a clean set of books is an indispensable part of your business’s financial health. Our Readiness Assessment service will review your books and make recommendations for improvement.

Learn more about our Readiness Assessment Service

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How The Bookkeeping Cleanup Works

We help you gain a thorough understanding of what is outstanding in your books. We can help with document collection so that your books are better organized and up to date in the shortest possible time. The exact components of a bookkeeping clean up service will differ depending on each client’s specific needs, however, here are the main elements that are generally included:

  • Thorough review of your general ledger and chart of accounts with modifications where necessary
  • Assessment of all outstanding transactions
  • Reconciliation of all accounts to bank statements
  • Transaction reclassification as necessary
  • Untangle business and personal transactions if needed
  • Reconcile assets and liabilities to the prior year’s tax return

What Our Clients Are Saying

  • Linda and PRESAGE have been helping me out with my multiple businesses for the last 5 years or so, and I couldn't have asked for a better team! They are efficient with time, friendly, and always trying to understand my needs. I feel like they are an integral part of my team as well!

    Debbie Yu - Owner, Twigs and Leaves

  • The PRESAGE team has been helping imLabs with bookkeeping for over a year now. PRESAGE has helped us to get everything in order, Linda and Lourdes are always ready to help us every time we need it. We couldn't be happier with their work!

    Laura Cabrera - CEO, imLabs

  • PRESAGE saved our organization with their meticulous services. The team is amazing. They are very professional, committed, prompt, and friendly. I have truly enjoyed working with them and could not be happier with the services.

    Manna Gandhi - Administrator, Laser Child Care

  • PRESAGE came recommended to me at a time in my business when I was overwhelmed with the logistics of both bookkeeping and managing employees. During my very first call before we had done anything they helped walk me through filing my 1099NECs through QuickBooks Online - which apparently were due that day! After that the response time and reliability has been nothing but amazing. They have been flexible with my fluctuating business needs and very supportive. Would recommend them to any growing business.

    Brian Knox - President, Westgate Games Inc.

  • PRESAGE is a dream to work with! I love what I do, but as an entrepreneur/solopreneur, I often feel overwhelmed and confused by all the do's and don'ts related to money. They help me with the stuff that stresses me out so that I can do the things that bring me joy and make the money! I highly recommend their services. They are trustworthy, reliable and proactive.

    Joan Dandeneau - Owner, Joan's Fit Zone

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We've Got You Covered

See why small business owners just like you work with PRESAGE. From bookkeeping to payroll and tax compliance, PRESAGE is the one-stop shop your business can rely on. Contact us today for more information on our financial services or to get started with your bookkeeping clean up.

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PRESAGE will not send text messages to your mobile phone for marketing purposes. For more information on how your data will be handled please visit https://presagefinancial.com/privacy-policy.

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REFERRAL PROGRAM TERMS & CONDITIONS

Last Updated: December 2023 

1. Referral Program Terms Of Use

As an authorized affiliate (Affiliate) of PRESAGE, you agree to abide by the terms and conditions contained in this Agreement (Agreement). Please read the entire Agreement carefully before registering and promoting PRESAGE as an Affiliate.


Your participation in the Program is solely to receive a commission on services purchased by businesses referred to PRESAGE through your personal referrals.


This program is intended for “word of mouth”, or direct person-to-person, referrals either verbally or via email. Affiliates are not encouraged to promote PRESAGE’s services on their website or through the use of other mass marketing tools and techniques.


By signing up for the PRESAGE Referral Program (Program), you indicate your acceptance of this Agreement and its terms and conditions.

2. Approval Or Rejection Of The Application

We reserve the right to approve or reject ANY Affiliate Program Application at our sole and absolute discretion. You will have no legal recourse against us for the rejection of your Affiliate Program Application.  

3. Commissions

Commissions will be paid once a month. For an Affiliate to receive a commission, the referred account must make a minimum purchase of $375.


You cannot refer yourself, and you will not receive a commission on your own accounts. 


Payments will only be sent for transactions that have been successfully completed.  
Transactions that result in chargebacks or refunds will not be paid out.  


Commissions will not be paid where it will violate an existing agreement with the Affiliate through another referral program (e.g., networking groups such as BNI). PRESAGE will follow the existing protocol as defined in the individual networking group’s charter or bylaws.  


If would like to use the program to make referrals easier, but work in an industry where receiving a commission is either prohibited or considered unethical, you can still register and inform us via email that you will forgo your commissions.  

 4. Termination

Your affiliate application and status in the Program may be suspended or terminated for any of the following reasons:  

 

  • Inappropriate advertisements (false claims, misleading hyperlinks, etc.).
  • Spamming (mass email, mass newsgroup posting, etc.).
  • Advertising on sites containing or promoting illegal activities.
  • Failure to disclose the affiliate relationship for any promotion that qualifies as an endorsement under existing Federal Trade Commission guidelines and regulations, or any applicable state laws.
  • Violation of intellectual property rights. PRESAGE reserves the right to require license agreements from those who employ trademarks of PRESAGE in order to protect our intellectual property rights.
  • Offering rebates, coupons, or other form of promised kickbacks from your affiliate commission as an incentive. Adding bonuses or bundling other products with PRESAGE, however, is acceptable.
  • Self-referrals, fraudulent transactions, suspected Affiliate fraud.

 

In addition to the foregoing, PRESAGE reserves the right to terminate any Affiliate account at any time, for any violations of this Agreement or for any reason.  

5. Affiliate Links

You may use graphic and text links within your email messages. You may use the graphics and text provided by us, or you may create your own as long as they are deemed appropriate according to the conditions and not in violation as outlined in the Termination section.  

6. Pay Per Click (PPC) Policy

PPC bidding is NOT allowed without prior written permission.  

7. Liability

PRESAGE will not be liable for indirect or accidental damages (loss of revenue, commissions) due to affiliate tracking failures, loss of database files, or any results of intents of harm to the Program and/or to our website(s).  


We do not make any expressed or implied warranties with respect to the Program and/or the services sold by PRESAGE. We make no claim that the operation of the Program and/or our website(s) will be error-free, and we will not be liable for any interruptions or errors.  

8. Term Of The Agreement

The term of this Agreement begins upon your acceptance in the Program and will end when your Affiliate account is terminated.  


The terms and conditions of this agreement may be modified by us at any time. If any modification to the terms and conditions of this Agreement are unacceptable to you, your only choice is to terminate your Affiliate account. Your continuing participation in the Program will constitute your acceptance of any change.  

9. Indemnification

Affiliate shall indemnify and hold harmless PRESAGE and its affiliate and subsidiary companies, officers, directors, employees, licensees, successors and assigns, including those licensed or authorized by PRESAGE to transmit and distribute materials, from any and all liabilities, damages, fines, judgments, claims, costs, losses, and expenses (including reasonable legal fees and costs) arising out of or related to any and all claims sustained in connection with this Agreement due to the negligence, misrepresentation, failure to disclose, or intentional misconduct of Affiliate.  

 

 10. Electronic Signatures Effective

The Agreement is an electronic contract that sets out the legally binding terms of your participation in the PRESAGE affiliate program. You indicate your acceptance of this Agreement and all the terms and conditions contained or referenced in this Agreement by completing the PRESAGE application process. This action creates an electronic signature that has the same legal force and effect as a handwritten signature.  

Referral Program Registration
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