Resources
Resources & tools.
A sample of what an assessment looks like, the software Walden may use during data-trust increments, and the partner program for the professionals who do the cleanup.
Sample report
See the shape of an assessment — findings, evidence, and a recommended first increment. The figures are a fictional example.
Clear Pilot
Clear Pilot is one tool Walden may use during QuickBooks data-trust increments. The engagement is still an assessment and implementation service; the software supports the evidence, it is not the product being sold.
Existing-customer download
Already a Clear Pilot customer? Get the latest desktop application.
Partner program
For bookkeepers, accountants & fractional CFOs.
Walden produces a scoped, prioritized finding list — not a vague "clean up the books." That makes client engagements faster to quote and complete. If you work with service businesses on QuickBooks Online, let's talk.