Bookkeeping Cleanup

“How do I clean up my messy books so I can sleep at night?”

CommonDeep Dive · 60 min · $170

Messy books are often less about one big error and more about a buildup of missing receipts, uncategorized transactions, and accounts that no longer match bank or credit card statements. A cleanup process typically starts with identifying the accounting period involved, the volume of transactions, and whether payroll, sales tax, or loans were recorded consistently. The approach can also depend on how long the records have been messy and whether there are outside filings, lender reports, or tax returns that need to line up with the books. 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.