Bookkeeping Cleanup

“How do I clean up my books before I sell my business?”

CommonDeep Dive · 60 min · $170

Cleaning up books before a business sale often starts with making the financial records easier to trust and easier to review. Common focus areas include reconciling bank and credit card accounts, separating personal and business activity, and reviewing whether income, expenses, assets, and liabilities are recorded consistently. The structure of the sale, the condition of the balance sheet, and the quality of supporting documentation can all affect how much cleanup is needed. In many cases, buyers also look closely at payroll records, tax filings, and any unusual or one time items that may need explanation. Working through the specifics with a CPA is the cleanest way to land on the right move.

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.