Bookkeeping Cleanup
“How do I get my bookkeeping cleaned up before selling my company?”
Before a company sale, bookkeeping cleanup often focuses on making the records easier for buyers, lenders, and tax reviewers to follow. The work can depend on the quality of the general ledger, how well bank and credit card accounts were reconciled, whether owner draws or personal expenses were separated from business activity, and whether key balance sheet items such as receivables, payables, inventory, and fixed assets are supported. The scope also often varies based on how far back the records need review and whether the sale is structured as an asset sale or an equity sale. 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.
“How do I organize my books so they’re ready to sell my business?”
“How can I get my books in order so I can sell my business?”
“My business books are a mess, how do I fix them for a sale?”
“I’m trying to sell my business and my books need cleanup, what do I do?”
“My books are a mess and I need them clean to apply for a loan, how do I get there?”
“My books are a mess and I need them clean to file my taxes, how do I get there?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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