Accountants lack a structured process to scope and execute book cleanup projects specifically tailored to make clients 'loan-ready' for lenders.
Existing cleanup tools and methodologies focus on general book accuracy, not on lender-specific requirements like P&L-to-tax-return reconciliation, debt schedule preparation, and balance sheet cleanup. Accountants must manually scope and execute these projects without a guided workflow.
LenderReady Cleanup
LenderReady Cleanup is a SaaS platform that guides accountants through a structured book cleanup process optimized for loan qualification. It provides a checklist, automated reconciliations (P&L to tax returns, debt schedules), and a lender-ready dashboard. Accountants save time and deliver consistent, credible financials.
- Lender-scoping wizard to define cleanup objectives (line of credit, SBA, term loan)
- Automated reconciliation of P&L to tax returns with variance analysis
- Debt schedule builder that ties to balance sheet and lender requirements
- Client portal for document sharing (bank statements, loan agreements)
- Lender-ready report pack with dashboards and exportable PDFs
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