Data Foundation Review | Aligned Impact

Path B Result

Good bones. Let's get you
Blueprint-Ready.

You scored Path B on the Readiness Check. Your books have gaps that are quietly costing you more than you think. The Data Foundation Review finds them, documents every one, and gives your bookkeeper a clear action plan to fix them.

Book Your Foundation Review

One to two weeks. Starts at $1,500. A clear path forward.

The Real Cost

Messy books are not just inconvenient. They are expensive.

Profit Leaks You Cannot See

When revenue is not segmented by channel and COGS is not broken down properly, you have no idea which products and channels are actually making money. You optimize based on guesses.

Risk You Are Not Managing

Reconciliation gaps, misclassified expenses, and untracked deductions create compliance and tax exposure. The longer they sit, the more they compound.

A Business That Is Harder to Scale

Messy books slow down every decision, every hire, every investor conversation, and every exit. Clean data is infrastructure. Without it, everything takes longer and costs more.

Every CPG founder we have worked with had gaps in their books. Not some of them. All of them. We have cleaned up enough CPG books that we productized it. Fast, affordable, and precise.

What This Actually Is

Not a hurdle. A high-value service in its own right.

This is not insurance for the Visibility Blueprint. It is not a box to check before the real work starts. The Data Foundation Review is a controller-led diagnostic that gives you something most founders have never had: a complete, honest picture of where your financial data actually stands.

We have done this for every CPG client we have worked with. We do it fast. We do it well. And founders consistently walk away realizing the gaps were both more fixable than they feared and more costly than they knew.

What it surfaces:

Accounting structure mistakes and misclassified transactions
Revenue segmentation gaps by channel and product
COGS categorization errors hiding your real margins
Reconciliation holes and cash completeness issues
Compliance exposure and tax risk
Data quality problems affecting every report you run

What You Walk Away With

Clean books. Real visibility. A specific action plan for your bookkeeper, prioritized in the order it matters most.

A business that is easier to run, easier to scale, and more valuable when the time comes to bring on a partner, raise capital, or sell.

And if the Visibility Blueprint is your next step, you will be ready for it the right way: built on data you can actually trust.

What's Included

Six Areas. One Clear Output.

📊

Accounting Setup and Revenue Structure

Revenue segmented by channel. COGS broken into components. The filing system everything else depends on.

🔄

Reconciliation and Cash Completeness

All accounts reconciled. Payment processors in the system. No business transactions running through personal accounts.

📅

Historical Data Depth

Twelve months of clean, reconciled data. No gaps, import issues, or months with unexplained low activity.

📦

Trade Spend and Channel Cost Visibility

Slotting fees, promotional allowances, and retailer deductions tracked properly, not buried in other line items.

📝

Written Next-Steps Document

A specific instruction for your bookkeeper for every finding: what to fix, how to verify it, and what it unlocks.

📞

45-Minute Findings Call

Walk through every finding with our controller. Confirm your path forward. Bring your bookkeeper.

The Process

Simple. Fast. No Surprises.

Book and Complete Intake

Ten minutes. Covers your accounting setup, book access, and any known issues.

Controller-Led Assessment

Your books reviewed against Blueprint data requirements across six key areas.

Written Next-Steps Document

Every finding prioritized. Specific instructions for your bookkeeper, not a general summary.

45-Minute Findings Call

Walk through findings with our controller. Confirm your path forward. Bring your bookkeeper.

What We Find

These Patterns Show Up in Almost Every Set of Books We Review.

Not edge cases. The standard. If you are selling through multiple channels in the $500K to $5M range, at least two of these are almost certainly in your books right now.

Revenue Recorded, Not Structured

All revenue in one account. No channel split between DTC, retail, and wholesale. You cannot compare margins by channel because the data simply does not exist.

COGS Rolled Into One Line

Product cost, packaging, freight, and co-man fees combined. Accurate unit economics are impossible until these are properly separated.

Trade Spend Buried or Missing

Slotting fees, promotional allowances, and retailer deductions recorded inconsistently or not at all. True channel profitability is invisible until this is fixed.

Right for You If

You scored Path B on the Readiness Check
You know your books have gaps but are not sure what they are
You have a bookkeeper who can implement corrections
You want a clear, independent assessment of your data quality
You want to make better decisions on numbers you can actually trust

Not the Right Fit If

You do not have a bookkeeper and are not ready to hire one
You are looking for someone to do the cleanup for you
You scored Path A, you are already Blueprint-ready

Some Path B founders have data close enough to proceed with caveats. We would rather have that conversation than assume you need the review when you might not.

Investment

Starts at $1,500. Scoped to Your Complexity.

The Data Foundation Review gives you a complete picture of where your financial data stands and a specific plan to fix it. For most founders, the gaps we find have been quietly affecting their numbers for longer than they realized. This is how you stop the bleeding and start making decisions on data you can trust.

$1,500+

One-time, standalone investment

Final investment is scoped to your complexity on the discovery call: channels, account volume, and business model. You know your number before you commit to anything.

Complete accounting structure and revenue assessment
Reconciliation and cash completeness review
Historical data depth assessment
Trade spend and channel cost visibility check
Written next-steps document: specific, prioritized, actionable
Forty-five-minute findings call with our controller

Timeline: One to two weeks from booking

Book Your Foundation Review

Starting at $1,500. Short intake form sent after booking.

Does This Apply Toward the Blueprint?

No. The Data Foundation Review is a standalone product with its own deliverables and its own value. It is not a deposit. Founders walk away with a complete data quality assessment and action plan whether or not they ever move to a Blueprint. The Blueprint is a separate engagement when you are ready.

What If the Review Finds More Than Expected?

The written document will tell you clearly, with a realistic estimate of what it means for your timeline before you decide on next steps.

Can My Bookkeeper Be on the Findings Call?

Yes, and we encourage it. The recommendations land better when your bookkeeper hears the reasoning directly from our controller.

Questions We Hear Often

Honest Answers.

Our controller leads the assessment and delivers the forty-five-minute findings call. Bring your bookkeeper if you want them on the call. We encourage it.

Yes. The review is conducted directly in your books through a view-only accountant invite. We do not make changes. The assessment is read-only.

That is exactly what this is built for. The written document prioritizes what matters most, in the order it should be addressed. You leave with a clear list, not an overwhelming one.

How many channels you sell through, how many bank and credit card accounts feed your books, the complexity of your product mix, and overall transaction volume. We scope it together on the discovery call so you know your number before committing to anything.

Yes. The Data Foundation Review stands completely on its own. Clean books reduce risk, improve cash flow visibility, and make your business easier to manage regardless of what comes next. The Blueprint is not required.

For some founders, the right move is to do the Review now, hand the recommendations to their bookkeeper, and come back for the Blueprint when the data and budget are both ready. There is no expiration on the relationship. The goal is to get you to real financial visibility on a timeline that works for your business.

The Data Foundation Review is not a detour.

It is how you make sure every number you see from this point forward is one you can trust. The Blueprint will still be here when you are ready for it. Let's get your foundation right.

Book Your Foundation Review ← Learn more about the Visibility Blueprint

Good bones. Let's get youBlueprint-Ready.