Bookkeeping Cleanup

“My books are a mess and I need them clean to file my taxes, how do I get there?”

CommonDeep Dive · 60 min · $170

When books are messy and need to be ready for tax filing, the path to a clean set of records often depends on how far back the gaps go, whether bank and credit card statements are available, and how much of the activity ties to business versus personal spending. In many cases, the cleanup process starts with gathering source documents, matching deposits and payments, and identifying missing or duplicated entries. The complexity can also change based on payroll, contractor payments, inventory, or sales tax activity, since those areas often affect how the records are organized and reviewed. 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.