Financial Cleanup & Reconciliation
Get your financial house in order.
For financial information that is unreliable or incomplete: reconcile accounts, correct historical issues and establish a clean foundation for ongoing reporting.
How it works
Most engagements start here. Before ongoing reporting can be trusted, the starting point has to be right. We assess where things stand, then reconcile and correct what needs it.
- A project, not a subscription — and a natural entry point to ongoing support.
What’s included
Assessment
- An initial financial assessment of scope, risks and starting condition
Cleanup
- Historical bank and credit-card reconciliation cleanup
- Chart of accounts / GL mapping review, so reporting is useful
- Historical balance-sheet cleanup
Foundation
- Reliable opening balances
- A clean starting point for ongoing Accounting, Controller and CFO work
Choose what fits — scope is built around your business.
Let's Talk About Your Business
Use this service on its own or alongside the rest of the team.
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