Bookkeeping Cleanup

“How do I fix my books so I can apply for financing?”

CommonDeep Dive · 60 min · $170

Lenders often look for books that are organized, consistent, and easy to reconcile before they consider financing. The main issues usually involve whether bank accounts match the accounting records, whether income and expenses are categorized consistently, and whether supporting documents are available for major transactions. The answer can also depend on the type of financing, the age of the records, and whether there are prior bookkeeping errors, missing receipts, or owner draws mixed into business activity. Clean financial statements, a clear balance sheet, and a documented trail for adjustments often matter most in this process. 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.