Bookkeeping Cleanup

“What do I do if my books are messy and I’m trying to sell my business?”

CommonDeep Dive · 60 min · $170

Messy books can become especially important when a business is being sold, because buyers, lenders, and tax reviewers often look closely at the quality of the records behind revenue, expenses, assets, and liabilities. The practical picture usually depends on how incomplete the bookkeeping is, whether the issue affects tax filings or financial statements, and how much transaction history needs to be reconstructed before due diligence begins. In many cases, cleanup work focuses on bank and credit card reconciliations, categorizing older transactions, and identifying any items that could affect the sale price or create questions during 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.