Accounting Cleanup & Reconstruction
Accounting cleanup, reconstruction, and process improvement for businesses that need more than basic bookkeeping.
I step into complicated accounting situations, work out what is actually wrong, rebuild what needs to be rebuilt, and leave you with financial records and processes you can understand and rely on.
The Real Problem
Sometimes the issue isn’t that the books are behind. The accounts, processes, reconciliations, classifications, or historical activity have to be understood and reconstructed before the financials can actually be trusted.
When It Matters Most
Accounting cleanup isn’t always about tidying up old transactions. There are moments when the financial records suddenly matter a great deal — and unresolved accounting problems become expensive, stressful, or impossible to ignore.
Acquiring a Business
You may have inherited unreconciled accounts, questionable opening balances, old liabilities, inaccurate classifications, or financial statements that never fully explained what happened before you took over.
Aligned can reconstruct the accounting, identify unsupported balances, and establish a cleaner financial foundation going forward.
Preparing for Tax Filing
Tax preparation gets much harder when the underlying accounting is not reliable, and the questions tend to arrive at the worst possible time.
Before the books go to your CPA or tax preparer, Aligned can identify reconciliation issues, incorrect classifications, unresolved balance sheet accounts, duplicated activity, and missing transactions that would otherwise affect the financial information used for the return.
Selling Your Business
Buyers, lenders, and advisors tend to look at the financials far more closely than anyone ever has before.
Aligned can clean up the accounting, reconcile key balances, investigate historical inconsistencies, and improve the quality of the financial information being presented.
Getting Bonded
Contractors and construction-related businesses are often asked for reliable accrual-based statements, accurate job-related accounting, and reconciled balance sheet accounts.
Aligned can prepare and improve the underlying accounting records and supporting schedules that sureties and bonding companies expect to see behind those statements.
Applying for Financing
Banks and lenders may request financial statements, supporting schedules, reconciliations, or explanations for balances that look unusual.
Aligned can make sure the accounting behind those reports is organized, supportable, and easier to explain when someone asks.
Outgrowing Basic Bookkeeping
A business may start with simple cash accounting and gradually add payroll, financing, equipment, multiple entities, inventory, projects, and accruals.
Aligned can identify where the accounting process needs to mature alongside the business, and build the process that gets it there.
Something Just Doesn’t Look Right
Sometimes there is no single obvious event. Cash does not make sense compared with profitability, liabilities are negative, old accounts never clear, or the balance sheet carries amounts nobody can explain.
Aligned can investigate the accounting relationships behind the numbers and determine what actually needs to be corrected.
Tell me what is happening with your books, and we’ll figure out where to start.
Services
Focused engagements for accounting that has to be corrected, rebuilt, or restructured — not a monthly bookkeeping subscription.
Identify and correct inaccurate, inconsistent, or unsupported accounting activity.
Learn MoreRebuild financial activity when prior records are incomplete, incorrect, or difficult to reconcile.
Learn MoreBank, credit card, balance sheet, clearing, payroll, liability, and other account reconciliations.
Learn MoreMove beyond basic cash bookkeeping and maintain records that better reflect your financial position.
Learn MoreEvaluate repetitive or inefficient accounting workflows and build better processes.
Learn MorePractical Excel/VBA and workflow automation where it genuinely reduces repetitive work.
Learn MoreAutomation here is designed by someone who understands the accounting underneath it. A tool only gets built when the process is worth automating — not to layer technology onto a workflow nobody has examined.
How It Works
Nothing gets corrected before it is understood. That sequence is what keeps a cleanup from quietly creating the next problem.
Review the accounting environment, the financials, the systems in use, and the areas that are causing problems — before changing anything.
Determine what is actually causing the inconsistencies or unreliable balances, rather than treating the symptom that happens to be visible.
Correct, reconcile, organize, and rebuild the accounting where it needs to be rebuilt, with support behind the balances that remain.
Leave the business with clearer financials and a stronger accounting process going forward — one that holds up after the project ends.
Why Aligned
Most accounting problems are connected to something else — a process, a classification decision, a reconciliation that stopped being done years ago. The work is figuring out how the pieces relate, and then correcting the cause rather than the symptom.
Experience
Accounting work looks different depending on how a business operates. These are environments I have worked in — job costing, lease activity, retainage, progress billing, and the accounting habits that come with each.
If something feels off in your accounting — or you already know it is — let’s figure out what is happening and get it aligned.