Bookkeeping Cleanup

“I’m trying to sell my business and my books need cleanup, what do I do?”

CommonDeep Dive · 60 min · $170

Preparing a business for sale often starts with getting the books organized enough for a buyer, lender, or advisor to review them with confidence. The main considerations usually include how complete the transaction history is, whether accounts are reconciled, and how cleanly personal and business activity have been separated. In many cases, the scope of cleanup also depends on how far back the records need attention, what accounting system was used, and whether there are missing invoices, deposits, or payroll entries. A clear financial trail can affect valuation, due diligence, and the timing of the sale process. A short conversation with a CPA can sort out what applies to your specific numbers.

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.