Bookkeeping Cleanup

“My bookkeeping is a mess and I need it ready for tax filing, how do I fix it?”

CommonDeep Dive · 60 min · $170

A messy bookkeeping file is often cleaned up by first identifying the source records, such as bank and credit card statements, invoices, payroll reports, and receipts, then matching those records to what has already been entered. The scope of the cleanup often depends on how far behind the books are, whether business and personal transactions were mixed together, and whether prior tax returns or reports already used the numbers. In many cases, the process also involves correcting categorization, reconciling accounts, and flagging missing support so the tax filing reflects a more complete and organized picture. Sitting down with a CPA for thirty minutes is usually enough to draw a clean line on this.

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.