Bookkeeping Cleanup

“My books are a disaster; how do I get them cleaned up?”

CommonDeep Dive · 60 min · $170

When books have fallen behind, the cleanup process often starts with identifying how far the records drifted, which accounts are incomplete, and whether bank, credit card, payroll, or sales records are missing. The approach can also depend on whether the business is a sole proprietorship, LLC, or corporation, since the reporting needs and supporting documents may differ. In many cases, the main challenge is separating routine bookkeeping from prior-period corrections, then rebuilding a reliable picture of income, expenses, and balances. The quality of source documents, transaction volume, and any tax filings already submitted usually shape the work. 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.