When cleanup may be needed
- Bank and credit card accounts have not been reconciled.
- Owner transfers, loans, or payroll items are unclear.
- Business and personal transactions are mixed.
- Reports do not match tax records or bank statements.
What cleanup can support
Clean records can support tax preparation, financing requests, cash flow review, estimated tax planning, and better owner decisions.
Current status
VisionPoint is preparing a secure intake workflow for future document exchange and accounting review.