Books clean-up before fundraising for Dentalia
Two years of books cleaned up and made ready for investor due diligence. A case study by Ananya Iyer, Bookkeeper & Accountant (QuickBooks, Xero).
Challenge
Dentalia, a family dental group, was entering a fundraise with two years of unreconciled books, mixed personal expenses and no revenue recognition policy.
Solution
I reconciled every account, separated personal expenses, set up proper revenue recognition for annual plans and prepared the financial statements for due diligence.