Reconstruct
For books that can’t be trusted anymore. Catch-up and cleanup when a few months are off, full reconstruction when the problems go back years, and cash-to-accrual conversion when cash basis has stopped telling you the truth.
Accounting, Bookkeeping & Financial AdvisorySt. Augustine, Florida
From complexityto clarity.
Does This Sound Familiar?
- I acquired a business with messy or unreliable financials
- QuickBooks says it’s reconciled, but the balance still looks wrong
- I need financials ready for bonding, financing, or a sale
- CPA can’t finish the tax return
- The books get done, but no one is reviewing them
- The reports we get don’t help us run the business
- Someone rebuilds the same Excel report by hand every month
- We changed systems and the numbers haven’t been right since
We help business owners understand their numbers, fix the systems behind them, and run the business on financials they can trust.
Nothing Gets Changed Until We Know Why.
- 01
Assess
Look at the books, the systems, and how the work gets done before touching anything.
- 02
Correct
Fix what’s wrong where it started, and rebuild whatever the records can’t support.
- 03
Verify
Tie each balance to something outside the software, and write down what changed and why.
- 04
Improve
Change the process that caused the problem, so you’re not paying to fix it again next year.
What We Do
Strengthen
For the process and the systems behind the books. We redesign the close and the controls around it, and set up or migrate the accounting system to match how the business runs.
Support
For businesses that need someone reviewing the books each month: controller-level review of the close, reports you can run the business from, and automation for the steps that repeat.
We Don’t Stop at Correcting the Numbers.
If the same errors keep coming back, the problem is usually upstream. Data gets keyed twice. Four reports get downloaded and combined in Excel every month, and one of them quietly changed format. The close depends on one person remembering steps nobody wrote down.
Where it makes sense, we build the fix: an integration, a validation check, a better workbook, a small internal tool. Sometimes the honest answer is that the process should be fixed rather than automated.
The Problem Usually Isn’t Where It Shows Up.
Working inside accounting environments, I noticed the friction rarely came from the data itself. It came from the process around it: how information was gathered, handed off, checked, and closed. Correct the records without correcting the process, and the error repeats itself.
So that’s how Aligned works. Figure out what the accounting should be, find the step that keeps breaking it, and fix that step. Sometimes the fix is a tool. Sometimes it’s a checklist, or a step that should stop happening altogether.
Kristin Pitts, Founder
Author of Start Your Business Right
About AlignedFor CPAs & Accounting Professionals
Some client files need a reconstruction, a migration, or a real investigation before you can do your part. Aligned takes that project, stays inside the scope you agree on, and hands the client back to you.
How Referrals WorkInsights
The Balance Nobody Can Explain
Someone points at a balance sheet number and asks what's in it, and nobody knows. It's rarely fraud or carelessness. It's an account that never resets and was never reconciled.
ReadWhat "Reconciled" Should Actually Mean
QuickBooks will tell you an account is reconciled. That proves the two sides agree. It doesn't prove either side is right.
ReadWhen Cash Basis Stops Telling You the Truth
Cash basis follows the bank account. That works until the money and the work stop moving at the same time.
Read