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AceTheSBA
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Bookkeeping Cleanup Checklist

Lenders compare your financial statements with IRS tax transcripts. This checklist walks through reconciling accounts and separating personal spending so the numbers agree everywhere.

What’s included

  • Reconciliation checklist
  • Personal and business separation steps
  • Tracker

Every AceTheSBA product comes with

  • Step-by-step instructions for every section
  • A completed example for a fictional business
  • References to the SBA rule each part applies
  • Editable Word, Excel or PowerPoint files
  • A version showing the SBA rules it follows (SOP 50 10 8.1)
  • Documents for your lender kept free of AceTheSBA branding