Bookkeeping Cleanup

“I have messy books and need them cleaned up for my tax return, what’s the process?”

CommonDeep Dive · 60 min · $170

Bookkeeping cleanup for a tax return often starts with gathering bank, credit card, payroll, loan, and prior-year records, then comparing them against what is already in the books to find missing, duplicated, or misclassified transactions. The process can also depend on whether the records are for a sole proprietorship, LLC, or corporation, since the reporting format and support needed may differ. The condition of the source documents, the number of accounts involved, and whether there are payroll, inventory, or owner draws can all affect how much reconstruction is needed before the return is prepared. 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.