Financial Data Discovery Projects
TBO Project Request – Financial Reviews & Corrections

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:
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How transactions were recorded
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Where costs were assigned
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When revenue should be recognized
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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.