Restoring Financial Visibility: From 'Catch-Up' to Control
Trinity Growth Advisors, led by Erin Green, specializes in helping businesses scale. As strategic advisors, they understand the value of data, but rapid growth caused their back-office operations to fall behind.
The Challenge
They were in a 'Reconciliation Gap' with books dormant since May. This backlog created a blind spot, with transactions sitting unverified, leading to duplicate entries and miscategorizations.
The Solution
We treated this project as a 'Rescue & Stabilize' mission. Phase 1 was a forensic sweep and month-by-month reconciliation of historical data. Phase 2 established a forward-looking Monthly Maintenance Protocol.
Key Outcomes & Results
“Tallywise reviewed our bank statements and financial records to identify and correct discrepancies. After completing the initial reconciliation, they established processes for ongoing monthly reconciliations to maintain accuracy. We now have fully reconciled, accurate financial records.”
Project Snapshot
- Historical Reconciliation
- Discrepancy Resolution
- Monthly Process Setup
- Financial Reporting