Bookkeeping Cleanup

“How can I get my books in order when everything is a mess?”

CommonDeep Dive · 60 min · $170

When books have become disorganized, the starting point is often a broad cleanup that focuses on bank and credit card activity, missing receipts, and how transactions were originally categorized. The best approach can depend on how long the records have been messy, whether payroll, sales tax, or contractor payments are involved, and whether the issue is limited to a few accounts or spans an entire year. In many cases, the goal is to rebuild a reliable trail for income, expenses, and owner activity so the records can support tax reporting and day-to-day business decisions. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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.