Bookkeeping Cleanup

“How do I clean up my books before I bring on an investor?”

CommonDeep Dive · 60 min · $170

Preparing books for an investor usually starts with making the records consistent, complete, and easy to trace. The main factors often include whether bank and credit card accounts are reconciled, whether revenue and expenses are classified consistently, and whether any old balances, owner transactions, or unsupported entries need to be identified. It can also matter how well the financial statements match tax filings and source documents, since investors often look for reliability as much as profitability. A cleanup process typically focuses on finding gaps, correcting mispostings, and presenting a clearer picture of the business’s financial history. A focused session can map this against your actual situation in plain English.

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.