The Clarity Reset

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 That’s where The Clarity Reset comes in—a one-time service that addresses the gaps, misclassifications, and outdated structures standing in the way of clean, reliable financials.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.

What’s Included

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

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.

Ready to move forward?

Click below to take the next step toward clarity and confidence in your numbers.