Books Assessment
You submit high-level business, system, period, and problem information without attaching financial records or credentials.
How It Works
Assessment before scope. Scope before reconstruction.
The ClearPath process is designed to establish what happened, what evidence exists, what work is included, and what a usable handoff should contain before a project is treated as accepted.
Clarification and fit
ClearPath reviews the request and may ask questions to distinguish inaccurate work, missing work, payroll-related reconstruction, or an out-of-scope need.
Evidence and access plan
If the request may fit, the relevant systems and record types are identified, along with an approved transfer and access approach.
Proposed scope
Included periods, accounts, tasks, dependencies, exclusions, deliverables, pricing drivers, and change-control expectations are documented.
Controlled reconstruction
Agreed work proceeds in a defined sequence, with questions, missing records, assumptions, and new discoveries tracked rather than concealed.
Quality review and handoff
The covered work, reconciliation status, adjustments, limitations, unresolved items, and practical next steps are organized for the client or next professional.
What the assessment does
It turns an unclear request into a reviewable project question.
Identifies the affected period and systems
Separates missing work from inaccurate work
Maps relevant source records and known gaps
Surfaces deadlines and dependency risks
Supports a defined scope or an honest no-fit decision
What it does not do
A form submission is not project acceptance.
The assessment does not authorize ClearPath to access records, begin work, give tax or legal advice, guarantee a result, or commit to a price or completion date.
No records on the public form
- Do not provide passwords or one-time codes.
- Do not paste account numbers or tax IDs.
- Do not attach bank, payroll, tax, or employee records.
Project controls
Changes are surfaced before they become invisible scope.
Discovery and change control
If material new issues change the agreed work, the affected area is documented and discussed before the project silently expands.
Access boundaries
Use role-based invitations where available. Do not share reusable passwords through the website form or ordinary email.
Review and limitation tracking
Supported work and unresolved limitations remain distinct so the handoff does not overstate what the evidence proves.
The handoff
Designed for the next decision.
The exact deliverables depend on the written scope, but a responsible closeout identifies what period and accounts were covered, what work was completed, what reconciles, and what remains open.
Typical handoff structure
01
Scope and period covered
02
Records and assumptions used
03
Work and material adjustments completed
04
Reconciliation status
05
Missing records and unresolved items
06
Notes for the client or next professional
Step one