Bookkeeping Cleanup

“As a business owner, how do I get messy books cleaned up for a loan?”

CommonDeep Dive · 60 min · $170

Lenders often look for books that are complete, organized, and easy to follow, so a cleanup usually starts with reconciling bank and credit card accounts, sorting business and personal activity, and making sure income and expenses are supported by records. The real scope can depend on how far back the gaps go, whether payroll or sales tax filings are part of the picture, and what the lender wants to see in the application package. In many cases, the goal is to present financial statements that reflect the business clearly enough for underwriting, while also reducing questions about missing entries or unusual transactions. Walking the details through with a CPA is the fastest way to know what truly applies here.

In your 60-minute session, the KGOB advisor handling it will:

Read your exact situation and tell you, in plain English, what’s actually going on.
Lay out your options and the trade-offs — no jargon, no judgment.
Give you a clear next step you can act on, whether that’s with us or on your own.