Bookkeeping Cleanup

“What do I need to do to get my books loan-ready?”

CommonDeep Dive · 60 min · $170

Getting books loan-ready often starts with making sure the records are complete, organized, and easy to trace. Lenders typically look for clean bank and credit card reconciliations, accurate categorization of income and expenses, and financial statements that tie back to source documents. The answer can also depend on whether the business is applying for a new loan, refinancing, or presenting historical results, since each one may call for different levels of detail. Missing transactions, owner draws, payroll entries, and mixed personal or business activity often shape how much cleanup is needed. Going through your records with a CPA usually surfaces the answer in under an hour.

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.