Bookkeeping Cleanup
“My bookkeeping is a mess, how do I get it cleaned up for a lender?”
A lender-ready cleanup usually starts with organizing the source records, then tracing them to the bank and credit card activity, so the financial statements reflect what actually happened. The answer often depends on how far back the books are incomplete, whether there are missing statements or receipts, and what the lender is asking to see, such as profit and loss reports, balance sheets, or tax returns. In many cases, the process also involves separating personal and business activity, identifying uncategorized transactions, and making sure payroll, debt, and owner contributions are presented consistently. 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.
“As a freelancer, I'm 3 months behind on bookkeeping, can you help me catch up?”
“As a freelancer, I'm 9 months behind on bookkeeping, can you help me catch up?”
“As a freelancer, I'm 12 months behind on bookkeeping, can you help me catch up?”
“As a freelancer, I'm 6 months behind on bookkeeping, can you help me catch up?”
“My books are a mess and I need them clean to file my taxes, how do I get there?”
“My books are a mess and I need them clean to bring on an investor, how do I get there?”
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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