Bookkeeping Cleanup

“What should I do to get my messy books straightened out?”

CommonDeep Dive · 60 min · $170

Messy books are often best approached by first identifying the core records that are missing or inconsistent, such as bank activity, sales records, vendor bills, and payroll entries. The right cleanup process often depends on how long the records have been out of sync, whether there are multiple accounts or entities involved, and whether any tax filings have already been prepared from incomplete data. It is also common to review reconciliations, categorize transactions consistently, and separate business and personal activity before rebuilding the books in a way that supports accurate financial reporting and tax support. 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.