Project Details
Bookkeeping Reset
Willow & Reed Interiors called us six weeks before meeting their bank--books were three years behind and payroll lived in spreadsheets.
Goldenleaf rebuilt their chart of accounts, reconciled 36 months, and published a close checklist the founders could trust before seeking financing.
Client
Willow & Reed Interiors
Category
Business Finance Setup
Budget
32,500$
Date
March 4, 2023
We migrated transactions from two banks and three cards, tagging reimbursables and tax categories so their CPA could file without guesswork.
After the reset, monthly closes happen within five business days and leadership has dashboards for margin, receivables, and runway.
How the plan came together
Goldenleaf synced bookkeeping with decision-making so the founders could spend less time inside spreadsheets and more time with clients.
Historical Cleanup Sprint
Reconciled 36 months of activity, captured missing receipts, and documented adjustments for the audit trail.
Finance Ops Stack Launch
Implemented a modern accounting file, payroll sync, and receipt automation with tested workflows for the team.
Cash-Flow Dashboard
Live metrics for revenue, margin, and runway so bank conversations stay grounded in facts.
Owner Ops Manual
Step-by-step close checklist and role assignments so handoffs never stall again.