Shoebox Clear
I turn a year of messy receipts and statements into a dated spreadsheet and a labeled folder your CPA can use.
This is not tax advice. We organize. Your CPA files.
For contractors, sole proprietors, and other self-employed people who need a clean handoff, not another app to learn.
What you get
- A spreadsheet with date, vendor, amount, and where the item came from.
- A labeled folder of the files you sent, named so they line up with the sheet.
- A short list of missing, duplicate, or unreadable items for you or your CPA to review.
I transcribe what you send. I do not file a return, decide what is deductible, or tell you how to handle your taxes.
Packages
- $199 Up to 100 items.
- $349 A typical year, about 100 to 300 items.
- $499 A typical year, plus matching those items to bank or card statements you provide.
Prices are for the cleanup described above. If your stack is larger or in worse shape, I will say so before any work starts.
How it works
- You send photos, PDFs, forwarded invoices, scanned paper, or a shared folder.
- I date, label, and list each item, and I flag anything that is missing or unclear.
- You receive the spreadsheet and folder, and you hand them to your CPA.
Sample of the spreadsheet format
Fake rows, for layout only. This is not a client file and not a real set of expenses.
| Date | Vendor | Amount | Source | Flag |
|---|---|---|---|---|
| 2026-03-12 | Example Lumber Co. | $84.50 | Photo | |
| 2026-03-12 | Example Lumber Co. | $84.50 | Email PDF | Possible duplicate |
| 2026-06-02 | Sample Fuel Stop | $61.20 | Photo | Unreadable total, check the original |
| 2026-09-18 | Placeholder Hardware | $112.00 | Statement only | No receipt attached |
Request a cleanup
I reply within one business day with a fixed price. No payment now.