Bookkeeping Cleanup

“I need clean books for a loan application, how do I get there?”

CommonDeep Dive · 60 min · $170

For a loan application, clean books often means the records are organized, consistent, and easy for a lender to review. The main factors usually include whether bank and credit card accounts are reconciled, whether income and expenses are categorized in a consistent way, and whether any missing transactions, owner draws, or prior period errors still need attention. Lenders often look for financial statements that match supporting records and reflect the business clearly. The amount of cleanup needed can depend on how long the books have been unmanaged, the accounting system used, and whether tax filings need to line up with the records. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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.