Before any cleanup, rebuild, or ongoing bookkeeping begins, we conduct a structured forensic review of how your accounting system has actually been used over time.
This assessment goes beyond surface-level reports. We analyze transaction behavior, timing patterns, workflow sequencing, user activity, and corrective actions to understand why issues exist—not just where balances are off.
This process allows us to:
- Identify root causes instead of treating symptoms
- Distinguish routine maintenance from structural breakdowns
- Detect reactive or timing-driven bookkeeping behavior
- Determine when partial fixes would introduce risk
- Establish whether remediation is required before maintenance begins
The result is an objective, non-accusatory understanding of what occurred inside your books and what must be addressed—so recommendations are based on evidence, not assumptions.
This is how scope is defined correctly.
This is how clarity is earned before work begins.
“This is why the first step isn’t bookkeeping—it’s assessment.”
— Brian Woogerd, Principal & Founder, SOF Ledger LLC