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How to do a "CLEAN-UP" for bookkeepers (client's messy books!) 1 год назад


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How to do a "CLEAN-UP" for bookkeepers (client's messy books!)

How to do a clean-up for bookkeepers. If your bookkeeping client has months or years worth of messy, mistake-ridden QuickBooks transactions, how do you even begin to fix that? I talk about where to start, what to charge as a bookkeeper, what documents you need, how long will a clean-up take, and some of my personal experiences and opinions about bookkeeper clean-ups. Things mentioned: Link to Paid Diagnostic Review: https://courses.5mbacademy.com/course... Colossal cleanup checklist: https://courses.5mbacademy.com/course... Complete QBO cleanup system: https://courses.5mbacademy.com/course... Small, medium, large clients:    • CLIENT EXAMPLES: Small, Medium & Larg...   Charge more, how much to charge?    • HOW MUCH to charge as a bookkeeper (P...   Veronica Wasek clean up playlist:    • QuickBooks Online cleanup & diagnosis   1 client, start to finish:    • One Client, START TO FINISH (part 1: ...   My website: https://www.finepoints.biz/ ☑️My favorite bookkeeper training (affiliate links) 💜Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/ 💜Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/ 💜Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/ ☑️Classes taught by me 🟢How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/cour... 🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/cour... ☑️Free stuff ➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/b... ➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/c... ➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/st... ➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/ce... ➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/de... ➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/ ➡More freebies on my website: https://www.finepoints.biz/resources ➡ Please SUBSCRIBE!    / @finepointsbookkeeping   ☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links) For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan... ☑️Other awesome classes (affiliate links) Booming Bookkeeping: https://www.boomingbookkeeping.com/re... Nerd Enterprises: https://www.nerdenterprises.com/a/202... 5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a... ▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/techn... ▶ Videos to get started bookkeeping: Learn bookkeeping:    • 10 ways to LEARN bookkeeping: classes...   Bookkeeper certification for FREE:    • FREE ProAdvisor certification for boo...   How to become a bookkeeper (with chart):    • How to become a BOOKKEEPER! Training ...   How to get clients:    • 20 ways to get bookkeeping clients   What does a bookkeeper do?    • WHAT DOES A BOOKKEEPER DO? Job descri...   Day in the life playlist:    • "Day in the life" of a bookkeeper (DITL)   Bookkeeper Launch video:    • 10 FIRST IMPRESSIONS of Bookkeeper La...   Client onboarding:    • One Client, START TO FINISH (part 1: ...   How much to charge:    • HOW MUCH to charge as a bookkeeper (P...   Services to offer:    • BEGINNER services to offer as a bookk...   ▶ More videos you'll like: Big, medium & small clients:    • CLIENT EXAMPLES: Small, Medium & Larg...   Niches playlist:    • Niches for bookkeepers   Before you start:    • Bookkeepers: 7 THINGS TO KNOW before ...   Impostor syndrome for bookkeepers:    • How to overcome IMPOSTOR SYNDROME - f...   10 reasons to start bookkeeping:    • WHY START BOOKKEEPING?   How to clean up a client's books:    • How to do a "CLEAN-UP" for bookkeeper...   #bookkeeper #finepoints #bookkeeping

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