Bookkeeping Cleanup

“I need my books cleaned up so I can bring on an investor, how do I do that?”

CommonDeep Dive · 60 min · $170

Preparing books for an investor often starts with a cleanup of the general ledger, bank and credit card reconciliations, and any missing or duplicate entries that could affect the story the financials tell. The real approach can depend on how long the records have been messy, whether payroll, sales tax, or inventory is involved, and what the investor expects to review, such as monthly statements, tax returns, or supporting schedules. It also often helps to separate one-time corrections from ongoing bookkeeping processes so the records are easier to follow and explain during diligence. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

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.