Bookkeeping Cleanup

“As a freelancer, I'm 9 months behind on bookkeeping, can you help me catch up?”

CommonDeep Dive · 60 min · $170

When books are messy and a loan application is involved, the starting point is often a review of what records exist, how far back the cleanup needs to go, and whether the lender is looking for tax returns, financial statements, or both. The process commonly includes separating business and personal activity, reconciling bank and credit card accounts, and identifying missing income or expense records that affect the story the books tell. The type of entity, the volume of transactions, and how much support is available from statements or receipts can all shape how much cleanup is needed before the numbers are lender ready. 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.