Catch-up and cleanup
Bring prior periods current, organize transactions, make supported corrections and improve the chart of accounts.
Cromwell Wealth Strategies
Reliable information comes before responsible planning.
Tax planning, retirement planning, estate coordination, business-exit planning, real-estate decisions and tax-deferral strategies all depend on financial information that is current, organized and understandable. When the books are behind, accounts are unreconciled or reports do not make sense, the first step may be to establish a dependable financial foundation.
Cromwell Wealth Strategies helps small-business owners clean up the accounting records, identify unresolved issues and produce reporting that can support better decisions.
A standalone starting point
Begin with cleanup. Continue only if it is useful.
You may use the bookkeeping cleanup and financial-clarity service without purchasing tax, retirement, estate, exit-planning, real-estate or other advisory services. If the completed work reveals a separate planning need, that engagement is discussed and scoped separately.
What the service can include
Reconciliations and open issues
Reconcile bank, credit-card, loan and other accounts, while identifying missing information and differences that still require resolution.
Financial reporting and clarity
Improve the usefulness of profit-and-loss and balance-sheet reporting so the owner can understand the business more clearly.
- Small-business bookkeeping
- Catch-up and cleanup bookkeeping
- Bank, credit-card, loan and other account reconciliations
- Transaction organization and supported corrections
- Chart-of-accounts improvements
- Profit-and-loss and balance-sheet reporting
- Identification of missing information and unresolved issues
- Optional ongoing monthly-close support
Know what has been addressed and what still needs attention.
Depending on the agreed scope, the completed work may include updated accounting records, reconciliation status through an agreed date, improved financial reports, a list of missing information, an unresolved-items summary and a plain-language discussion of the next steps.
A structured process with direct CPA oversight.
Defined bookkeeping procedures may be completed through a structured Cromwell Wealth workflow. Chad Cromwell, CPA, provides accounting judgment, evaluates significant or unusual issues, leads the client strategy discussion and performs the final review.
- Financial clarity assessmentUnderstand the business, the accounting system, the periods involved and the decisions the reporting needs to support.
- Defined cleanup scopeIdentify the accounts, records, open questions, responsibilities, timing and fee before substantive work begins.
- Cleanup and reconciliationOrganize the records, complete supported corrections, reconcile the agreed accounts and document missing information.
- CPA review and clarity closeoutReview significant items, deliver the agreed reports and explain what is resolved, what remains open and what should happen next.
Optional monthly-close support
After cleanup, some clients want a repeatable monthly process for reconciliations, transaction review and financial reporting. Ongoing monthly-close support is available when appropriate, but it is not required.
Clear professional boundaries
The engagement is limited to the services stated in the written scope. Bookkeeping cleanup and financial reporting do not include tax returns, legal services, investment management or broader planning unless separately agreed.
No assurance is provided. This is a bookkeeping and accounting service, not an audit, review or other assurance engagement.
Start with a financial clarity call.
You do not need to diagnose every accounting issue before reaching out. Tell us what is behind, unclear or difficult to rely on, and we can determine whether a focused assessment makes sense.
Schedule a Financial Clarity Call