Data preparation and validation
Checks that catch missing and malformed records before they reach your platform.
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Industries · Tax & information-reporting operations
Cleaner data into your reporting platforms. Fewer surprises at year-end.
Data preparation, validation, reconciliation and the workflows around platforms like ONESOURCE, for teams that run 1099 and other information-reporting cycles.
What we hear
Sound familiar?
“Year-end means weeks of spreadsheet clean-up before anything loads.”
“TIN mismatches and B-notices keep coming back.”
“Nobody can reconcile what we filed to what’s in the ledger.”
Where we help
Three places we usually start.
Tools we often see in this sector: ONESOURCE, Excel, SQL, Power Automate, Power BI, ERP and payables exports. If yours isn’t listed, that’s rarely a problem.
TIN-matching and exception workflow
A tracked route for mismatches and B-notice follow-up, with named owners.
Process & operations →Reconciliation
A repeatable tie-out from source systems to what was filed.
Reporting & data →Not our lane: we don’t prepare or file returns, take filing positions, or give tax, legal or accounting advice. We work on the systems and processes around the filing.
The work in practice
A real 1099 readiness project.
A manual W-9 chase for 4,200 vendors, rebuilt so rules catch the errors, AP closes routine exceptions itself, and tax staff make every tax decision.
What a first engagement delivers
A focused diagnostic, one to two weeks.
- A map of how the work moves today
- Findings tied to evidence, with what still needs validating
- A recommended first move with an owner and measures of success
- A written scope and price for anything that follows
How we work
Carefully, and in writing.
- Read-only access first; never credentials by email
- A mutual NDA before anything sensitive
- Vendor-neutral: no software resale or commissions
- Documented and handed back when we’re done
Tell us what’s getting stuck.
Start a brief with your industry already filled in. A consultant reads every one and replies within one business day.
Or start from one of these