Cleanup & Discovery Projects
For businesses facing messy books, missing records, ownership changes, prior-year tax concerns, or unclear financial information.
When Cleanup Comes First
- Books are behind or unreliable
- Prior-year taxes may not be filed
- Ownership changed or a partner exited
- Funds may have been misused or miscoded
- Records are incomplete or spread across systems
Discovery & Assessment
- Review available accounting records
- Identify missing information
- Review tax filing status concerns
- Identify cleanup priorities
- Provide recommended next steps and estimated scope
Clarity Before Cleanup
Large cleanup projects should not be guessed at. We typically begin with a Discovery & Assessment phase so the client understands the current status, missing information, risks, and likely cleanup path before a larger engagement is quoted.