Your books, cleaned up and ready for what’s next.
Once the Clarity Check reveals what’s really going on in your books, the next step is to put things in order. That’s where The Clarity Reset comes in—a one-time service that addresses the gaps, misclassifications, and outdated structures standing in the way of clean, reliable financials.
Whether it’s reconciling accounts, making journal entries, or reworking your chart of accounts, this service realigns your books so you’re ready for monthly support or whatever financial decisions come next.
Each Reset is tailored to the results of your Clarity Check, but may include:
Reconciliation of all bank, credit card, and balance sheet accounts
Adjusting journal entries (e.g., depreciation, prepaid expenses, loan balances)
Reclassification of transactions and correction of prior period errors
Cleanup or restructuring of the chart of accounts
Recording of net assets released from restriction
Documentation of changes made for transparency and audit readiness
A wrap-up summary outlining what was corrected and why
Most Clarity Resets are completed in 2–4 weeks, depending on complexity and responsiveness. You’ll receive an estimated timeline before any work begins.
Your Clarity Check revealed errors, inconsistencies, or gaps in your books
You’re preparing for an audit, grant application, or leadership transition
You need to bring your books up to date before starting ongoing services
You want financials you can rely on—without guesswork or loose ends
1–2 accounts unreconciled, light reclassifications, recent activity only
Multiple balance sheet accounts, journal entries, small Chart of Accounts adjustments
Multi-year cleanup, major Chart of Accounts overhaul, audit prep needed
Once your books are back on solid ground, you’ll have the option to move into one of our monthly service packages—Foundation, Insight, or Vision—with confidence and clarity.
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We are a fully remote firm that serves clients all over the United States.
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P: 908-444-6050
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