Strategic financial planning for Safe Harbour
Cleaned up Wave accounting records and established ongoing bookkeeping, statement preparation, and financial operations support for Safe Harbour.
Remote Financial Services cleaned up Wave accounting records for Safe Harbour, a senior living facility, correcting journal entries and resolving discrepancies before preparing balance sheets and income statements. The engagement moved into ongoing bookkeeping so leadership had timely, reliable financials.
The proof points behind the story
Only confirmed client or published case-study details are shown.
- Primary accounting platform
- Wave
Used for cleanup and ongoing maintenance
- Support model
- Cleanup + ongoing
Historical correction and recurring bookkeeping
- Statement package
- Balance sheet + income statement
Prepared for executive visibility
How the work unfolded
The problem
- Financial records in Wave needed cleanup before accurate statements could be generated.
- Existing finance processes were inefficient and time-consuming.
- The executive team lacked timely financial statements for compliance and planning.
The engagement
- Assessed financial records and processes for cleanup needs.
- Categorized and recategorized transactions, corrected journal entries, and resolved discrepancies.
- Prepared balance sheets and income statements.
- Staffed ongoing bookkeeping and accounting support in Wave.
Outcomes
- Financial records became cleaner, organized, and more accurate.
- Leadership gained timely statements and better financial visibility.
- Administrative burden dropped so staff could focus on operations.
- Management gained confidence that finance operations were maintained by experienced professionals.
Considering a similar engagement?
Sitting on messy books that need cleanup before you can trust the numbers? We correct the history and keep it current. Book a discovery call and we will map our process to your situation in about 30 minutes.