Bookkeeping Cleanup
“I need a bookkeeping cleanup before I raise money, how do I get started?”
A bookkeeping cleanup before a fundraising round often starts with getting the records organized, identifying which accounts need review, and comparing the books to supporting documents such as bank statements, payroll reports, invoices, and receipts. For a company preparing to raise money, investors often look closely at revenue recognition, expenses, equity activity, and any gaps in prior-period records. The scope can also depend on how long the cleanup period is, whether the business has payroll or contractors, and whether prior tax filings need to be aligned with the corrected books. 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.
“How do I clean up my books before I bring on an investor?”
“My books are a mess, how do I get them investor-ready?”
“What do I need to do to get my books cleaned up for an investor?”
“I need my books cleaned up so I can bring on an investor, how do I do that?”
“My books are a mess and I need them clean to file my taxes, how do I get there?”
“My books are a mess and I need them clean to bring on an investor, 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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