Bookkeeping Cleanup

“I need my books cleaned up before I file, how do I get started?”

CommonDeep Dive · 60 min · $170

Getting books cleaned up before filing often starts with gathering the core records, such as bank and credit card statements, sales reports, payroll records, and any prior filings. The practical scope usually depends on how far back the records need to be reviewed, whether there are missing transactions or unreconciled accounts, and whether the business uses accounting software or paper records. In many cases, the cleanup process also involves separating personal and business activity, sorting expenses into the right categories, and checking that the ending balances tie to the source documents before the return is prepared. 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.