No problem , many businesses begin with cleanup and financial organization before moving into ongoing monthly support.

We start with an initial review of your records, accounts, and current systems to determine:

• the condition of the bookkeeping

• the amount of catch-up work needed

• and the best support structure for your business

Cleanup and setup services may include:

• historical bookkeeping cleanup

• reconciliation corrections

• catch-up bookkeeping

• workflow organization

• and chart of accounts restructuring

After the review, you’ll receive a recommended service plan and a custom cleanup quote based on the complexity and condition of the records.

Yes. Clients maintain access to their financial data and reporting systems at all times.

Whenever possible, we work directly within the client’s existing software and platforms so business owners and authorized team members can continue viewing financial information, reports, and operational activity in real time.

We believe visibility and transparency are important parts of maintaining organized financial operations and supporting informed business decisions.

Ongoing services are typically billed on a monthly retainer basis, with pricing determined by the level of support, transaction volume, operational complexity, and scope of services provided.

Invoices are generally issued at the beginning of each service period, and ongoing support begins once onboarding and any necessary cleanup or setup work have been completed.

Additional projects, historical cleanup, urgent requests, or work outside the agreed scope may be billed separately as needed.

To maintain consistency, efficiency, and reporting accuracy, Gamaliel & Co. prefers working within established cloud-based platforms that support real-time collaboration and financial visibility.

Preferred systems include:

• QuickBooks Online (QBO)

• Buildertrend

• Invoice2go

Whenever possible, clients are encouraged to utilize compatible systems and workflows to support streamlined bookkeeping, financial reporting, invoice tracking, and operational coordination.

If a business is currently using different platforms, migration support or workflow recommendations may be available depending on the scope of services needed.

Services are provided fully remotely through cloud-based financial and operational systems to support efficient communication, organized workflows, and real-time collaboration.

This structure allows Gamaliel & Co. to provide consistent, responsive support while maintaining streamlined financial and operational processes for clients.