Bookkeeping Cleanup

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

CommonDeep Dive · 60 min · $170

When business records are messy and a sale is on the horizon, the cleanup process often centers on making the financial story reliable for buyers, lenders, and advisers. The starting point is usually the condition of the general ledger, bank and credit card reconciliations, and whether income, expenses, and owner transactions have been categorized consistently. The sale structure, the age of the records, and whether inventory, payroll, or fixed assets are involved can also shape how much work is needed. In many cases, the goal is to create records that are understandable, supportable, and ready for due diligence. 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.