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Get Your Books Back on Track

Historical errors, unreconciled accounts, and an outdated chart of accounts can make it difficult to trust your financial statements — or know where your business really stands.

Financial Foothold provides accounting cleanup services to identify and correct historical issues, bring your books up to date, and establish accounting best practices, the foundation needed for ongoing accounting success.

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Who Benefits from Accounting Cleanup

Accounting Cleanup is designed for businesses that:

  • Have fallen behind on their bookkeeping or accounting
  • Have historical transactions that haven’t been properly reconciled
  • Don’t have confidence in their financial statements
  • Are working with a chart of accounts that no longer reflects the business
  • Have accumulated errors or inconsistencies over time
  • Have changed accounting providers and need their books reviewed and cleaned up
  • Are preparing to establish a more reliable ongoing accounting process
  • Need a clean financial starting point before moving forward

It’s also an effective first step for businesses that are new to Financial Foothold and need to establish a reliable accounting foundation.

Strategic Financial Leadership for Better Decisions

Historical Accounting Cleanup

  • Review historical accounting records
  • Identify errors and inconsistencies
  • Correct improperly recorded transactions
  • Bring accounting records up to date

Account Reconciliations

  • Reconcile bank accounts
  • Review balance sheet accounts
  • Identify and resolve discrepancies
  • Ensure account balances are supported

Financial Statement Corrections

  • Review financial statements for accuracy
  • Identify classification and reporting issues
  • Correct errors affecting reported results
  • Establish reliable financial statements going forward
  • Setup Accounting Best Practices

Chart of Accounts Cleanup

  • Review the existing chart of accounts
  • Identify unnecessary or confusing accounts
  • Correct classification issues
  • Establish a structure that better supports ongoing reporting

Preparing for Ongoing Accounting

Cleanup isn’t just about fixing the past.

We prepare the accounting function for reliable ongoing work by establishing a clean starting point and accounting best practices to maintain it.

Need something else?

Don’t see exactly what you need? Our team specializes in customized financial and accounting solutions. Book a strategy call to explore how we can support your business.

Schedule a Strategy Call

Fix the Past. Build a Better Foundation.

Our approach goes beyond making individual corrections.

We first understand what has happened in the accounting records, identify the areas that need attention, and work systematically through the issues.

Rather than simply reporting what happened, we help you understand what happens next—and how to prepare for it.

Once the historical cleanup is complete, we focus on what needs to change going forward.

  • Improving accounting workflows
  • Clarifying recurring processes
  • Establishing better reconciliation practices
  • Improving the structure of the chart of accounts
  • Creating a more consistent approach to ongoing accounting
Schedule a Strategy Call

feedback

Results Our Clients Can Measure

Hands down best bookkeeping/financial firm for small business owners. The customer service is what sets Financial Foothold apart from the rest. Very fast, friendly, and my books give me much needed clarity on a monthly basis.

C. V.

San Francisco, CA

Our LLC needed to get our books in order for potential sale of the company. Julianne at Financial Foothold was incredible. Accounting is out of our wheelhouse so we turned to Financial Foothold, which was an incredible business decision. She was able to get our accounting reports squared away and the fees were amazingly reasonable. What took Julianne four hours would have taken us four days. Highly recommend Financial Foothold!

B. U.

Lakeway, TX

Awesome local business with a strong reputation in the community. The owner, Julianne, runs her business w/ honesty and integrity. Highly recommend!

C. B.

Austin, TX

Julianne provides excellent bookkeeping for clients of The Mangold Group, CPAs. With expertise in QuickBooks, bookkeeping skills, and great service, The Mangold Group, CPAs is pleased to highly recommend Financial Foothold.

C. B.

Austin, TX

We’ve used Financial Foothold for years and have had a great experience. They are easy to work with, very responsive, and offer great customer service. I would highly recommend them! They are honest, and do an outstanding job!

H. M.

Cedar Park, TX

Ready to Get Your Accounting Back on Track?

Whether your books are a few months behind or years of accounting issues have accumulated, we can help you establish a clean and reliable financial foundation.

Let’s assess where your accounting stands and determine what needs to be cleaned up before moving forward.

1

Pick a time for your strategy call.

2

Get your financial health assessment.

3

We design the right level of support for your business.