Financial Data Discovery Projects

TBO Project Request – Financial Reviews & Corrections

If you are seeking assistance with Desktop to Online Conversions, New QBO File Set-up, Job Costing Application Integration, and Application Review & Set-up:

At B4CG, we don’t believe financial data is “wrong” because business owners don’t care — we believe clarity often comes too late.

In the trades, financial issues rarely stem from a single mistake. They’re usually the result of years of decisions made without proper visibility: incomplete reconciliations, misclassified transactions, inconsistent job tracking, or well-intentioned bookkeeping that wasn’t built for construction realities.

Financial reports may look accurate — but still fail to support confident decision-making.

That’s because clean financials aren’t just about balancing accounts. They’re about understanding:

  • How transactions were recorded

  • Where costs were assigned

  • When revenue should be recognized

  • And whether job-level data supports the story your reports are telling

Without slowing down to evaluate those foundations, fixes become temporary — and the same issues resurface quarter after quarter.

That’s why B4CG treats file reviews, clean-ups, and corrective projects as Financial Data Discovery Projects, not quick fixes.

Whether you’re requesting a QuickBooks Online File Review, a Clean-Up or Catch-Up, or general financial corrections, this process allows us to evaluate your historical data, reporting structure, and accounting logic before recommending adjustments.

This is not about cosmetic clean-up.
It’s about restoring trust in your numbers.

Once submitted, you’ll complete the Project Discovery & Assessment Fee and schedule a 1:1 Project Discovery Call. This ensures your financial data is properly evaluated, risks are identified early, and any corrective work is scoped with accuracy — not assumptions.

Strong foundations build lasting success.