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Complex Account Cleanup
When structure already exists — but the history doesn’t reflect it.
This add-on applies an already-approved policy to a complex account that was never brought into alignment. It doesn’t create the logic — it applies it. If the policy’s finalized and the data is intact, the account can be cleaned and tied out historically. By restoring structure historically, it locks in the foundation for stable ascent beyond the clouds.
Examples include deferred revenue cleanups, inventory corrections, or applying ASC 606 compliance when historical records weren’t properly aligned.
Scope & Pricing
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$150 per historical month scoped, per account
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Only available when a formal, documented policy already exists
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Inventory and other high-volume areas may require additional scoping
What’s Included
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Historical cleanup of a single complex account per scope
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Entries aligned to approved policy via adjustments or reclassifications
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Optional summary workbook or tie-out
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Meetings as required
What’s Not Included
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No policy drafting, testing, or documentation
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No scenario modeling or audit prep
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No systems redesign or process changes
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No reporting, forecasting, or downstream analytics
Build Structure That Frees You.
I’ve designed this system for founders who want clean, consistent financials and the confidence to make decisions without second-guessing.
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If that’s what you’re building toward, I’m here.