Bookkeeping Cleanup

“I want to bring in an investor, but my books are a mess, how do I clean them up?”

CommonDeep Dive · 60 min · $170

Bringing in an investor often puts bookkeeping quality under a brighter spotlight, because the answer usually depends on how complete the records are, how far back the cleanup needs to go, and whether the business is being reviewed for tax filings, financial statements, or due diligence. In many cases, the process starts with reconciling bank and credit card accounts, separating personal and business activity, and organizing supporting documents for income, expenses, loans, and equity. The level of detail needed can vary based on the entity type, the investor’s reporting expectations, and whether prior returns or internal reports need to be aligned with the books. 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.