FINANCIAL CLEANUP + RESET FOR A GROWING BUSINESS

THE SITUATION

A growing service-based business had been operating for over a year with inconsistent financial tracking. Multiple income streams and expenses weren’t clearly separated, making it difficult to understand profitability.

THE PROBLEM

• Categories didn’t reflect how the business actually ran

• Mixed personal and business-style expenses

• No clear view of profitability by type of work

• Year-end cleanup was overwhelming

WHAT I BUILT

• Reorganized the chart of accounts to match business structure

• Cleaned up past transactions within a defined timeframe

• Simplified categories for easier ongoing use

• Created a clear monthly workflow for consistency

• Established a basic reporting structure for visibility

THE RESULT

• Clear understanding of where money is coming from and going

• Easier monthly maintenance (no more major catch-up cycles)

• Better visibility into profitable vs. low-performing work

• Reduced year-end stress

KEY FEATURES

• Business-aligned categories

• Streamlined financial structure

• Repeatable monthly system

• Clarity on revenue + expenses