Owner Problem
Solo service businesses often wait to clean up the books until tax season, a loan request, or a cash problem forces the issue. By then, the cleanup is harder than it needed to be.
Most cleanup problems are not complicated accounting theories. They are missing context, mixed accounts, duplicate imports, uncategorized owner activity, and documents stored in the wrong place.
How This Helps
- Separates owner draws, reimbursements, transfers, and real expenses.
- Finds duplicate bank-feed or import activity before reports are trusted.
- Flags missing receipts, contractor payments, sales tax activity, and payroll details.
- Turns cleanup into a controlled review instead of a last-minute scramble.
Next Step
Use the tax strategy guide to list the records that would slow down cleanup if they were missing.