· Year-End Cleanup That Works for the Owner and the CPA
Case Study
Year-End Cleanup That Works for the Owner and the CPA
Situation: A recycling and pallet business needed a year-end cleanup that would support both management decisions and CPA-ready reporting. Income was grouped in catch-all accounts, services and materials were blended, and COGS lacked structure, making reports hard to trust.
Actions: We rebuilt the Chart of Accounts with a clear structure and numbering, separated income into logical categories, and reorganized COGS into meaningful groups. We corrected misclassifications, removed catch-all usage, and clarified key year-end items with documented decisions.
Results: The business now has a clean, readable Profit and Loss, structured COGS for accurate margin analysis, and a smoother, more efficient year-end handoff to the CPA.
Summary: The cleanup created reporting that works for both daily decisions and tax preparation, without sacrificing clarity or accuracy.
- Clean income and COGS structure
- Catch-all accounts eliminated
- Clear cost groupings for better visibility
- CPA-ready year-end reporting.
- Easier to maintain going forward
Our Contact
We would love to hear from you.
- 678-552-8872
- heidi@foundatiionledgergroup.com
- Coweta County
Before Income Structure
After Income Structure
Before Cost of Goods Structure
After Cost of Goods Structure
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Beyond Numbers: Real Business Impact
We combine innovative thinking and deep financial expertise to deliver solutions that help your business thrive. From accurate records to strategic guidance, we’re committed to results that truly matter for your success.