Bookkeeping Cleanup

“My books are messy and I need them ready for a loan, what should I do?”

CommonDeep Dive · 60 min · $170

Messy books are often reviewed differently when a loan is involved, because lenders usually look for organized records, consistent categorization, and support for the numbers shown. The main issues often include missing transactions, unreconciled bank and credit card accounts, and personal expenses mixed with business activity. The right cleanup approach often depends on how far back the records go, what kind of loan is being pursued, and whether the books need to match tax filings or lender reporting. In many cases, the process starts with gathering statements, receipts, and prior returns so the financial picture can be rebuilt in a way that is easier to review. Walking the details through with a CPA is the fastest way to know what truly applies here.

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.