Bookkeeping Cleanup
“My business books are a mess, how do I fix them for a sale?”
When business books are messy before a sale, the main issues often center on whether the records can support revenue, expenses, assets, and liabilities in a way a buyer will trust. The answer typically depends on how long the cleanup has been needed, whether bank and credit card accounts can be reconciled, and whether key items like payroll, inventory, loans, and owner transactions are properly classified. In many cases, the scope also depends on whether the sale is of assets or equity, since that can change which records matter most and how much historical detail is needed. 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.
“How do I clean up my books before I sell my business?”
“I need my books cleaned up for a business sale, how do I get started?”
“What do I do if my books are messy and I’m trying to sell my business?”
“How can I get my books in order so I can sell my business?”
“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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