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

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Автор: FinePoints

Загружено: 2022-11-01

Просмотров: 101550

Описание: 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 & Large for...  
Charge more, how much to charge?    • HOW MUCH to charge as a bookkeeper (PRICIN...  
Veronica Wasek clean up playlist:    • QuickBooks Online cleanup & diagnosis  
1 client, start to finish:    • One Client, START TO FINISH (part 1: On-bo...  

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): Bookkeepers.com no longer offers this class!
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE!    / @finepointsbookkeeping  

☑️Margie’s Classes (affiliate links)
*Use code "FinePoints15" for 15% off on any class*
Pass the ProAdvisor Test: https://fastandeasyqbo.samcart.com/re...
Pass the ProAdvisor Test (Advanced): https://fastandeasyqbo.samcart.com/re...
Free guide for the test: https://fastandeasyqbo.samcart.com/re...
Get hands-on experience (QBO gym): https://fastandeasyqbo.samcart.com/re...
All classes: https://fastandeasyqbo.samcart.com/re...

☑️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 and ...  
Bookkeeper certification for FREE:    • FREE ProAdvisor certification for bookkeep...  
How to become a bookkeeper (with chart):    • How to become a BOOKKEEPER! Training & sta...  
How to get clients:    • 20 ways to get bookkeeping clients  
What does a bookkeeper do?    • WHAT DOES A BOOKKEEPER DO? Job description  
Day in the life playlist:    • "Day in the life" of a bookkeeper (DITL)  
Bookkeeper Launch video:    • 10 FIRST IMPRESSIONS of Bookkeeper Launch:...  
Client onboarding:    • One Client, START TO FINISH (part 1: On-bo...  
How much to charge:    • HOW MUCH to charge as a bookkeeper (PRICIN...  
Services to offer:    • BEGINNER services to offer as a bookkeeper...  

▶ More videos you'll like:
Big, medium & small clients:    • CLIENT EXAMPLES: Small, Medium & Large for...  
Niches playlist:    • Niches for bookkeepers  
Before you start:    • Bookkeepers: 7 THINGS TO KNOW before you s...  
Impostor syndrome for bookkeepers:    • How to overcome IMPOSTOR SYNDROME - for bo...  
10 reasons to start bookkeeping:    • WHY START BOOKKEEPING?  
How to clean up a client's books:    • How to do a "CLEAN-UP" for bookkeepers (cl...  

#bookkeeper #finepoints #bookkeeping

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

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