Bookkeeping Cleanup

“I need my books cleaned up for a loan application, how do I get that done?”

CommonDeep Dive · 60 min · $170

Clean-up for a loan application often starts with reviewing the bookkeeping records for missing transactions, bank and credit card reconciliations, and any uncategorized or duplicated entries. Lenders commonly look for financial statements that tie back to source documents, so the condition of the bank feeds, receipts, invoices, and payroll records can shape how much work is needed. The scope also often depends on how far back the records go and whether the books are for a sole proprietorship, LLC, or corporation. In many cases, the cleanup process is focused on making the financials consistent, supportable, and ready for lender review. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.