Bookkeeping Cleanup

“How can I get my books in order so I can sell my business?”

CommonDeep Dive · 60 min · $170

Preparing books for a business sale often starts with making the records consistent, complete, and easy to explain. Buyers and advisors usually look closely at revenue, expenses, payroll, owner draws, and any unusual or one-time items, so cleanup often focuses on separating personal activity from business activity and tying the books back to bank and credit card statements. The right level of cleanup can also depend on whether the sale is of assets or ownership interests, how long the records have been messy, and whether tax filings already match the bookkeeping. Clear supporting documents can make due diligence smoother and reduce surprises during the sale process. Going through your records with a CPA usually surfaces the answer in under an hour.

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.