Clean Up Those Messy A$$ Books!!!

Cleanup with Michelle is a fast-paced, 2-day intensive designed for tax pros and bookkeepers who need to clean up messy QuickBooks files right now. In just 4 hours, you’ll walk through exactly how to fix real client problems — from cleaning up the chart of accounts and correcting miscategorized expenses to handling reimbursements, equity draws, and reconciling accounts. This is for professionals with active cleanup work on their desk who need immediate, actionable steps — not theory. If your clients’ books are messy and time is tight, this course will show you how to clean smarter, not harder. 🔸 What You’ll Learn in This 2-Day Cleanup Intensive: • How to clean up a messy Chart of Accounts (merge, rename, deactivate) • The right way to categorize owner’s draw, partner distributions, and reimbursements • Why most tax pros are categorizing meals and auto expenses wrong • How to spot and fix personal expenses sitting in the P&L • The correct method to reconcile bank and credit card accounts • How to clean out Undeposited Funds and stop the deposits from duplicating • Where liabilities get misposted as income — and how to correct that • How to use QBO Bank Rules to: – Minimize manual categorization – Prevent misclassification going forward – Create consistent categorization for recurring vendors – Audit and update bad rules that are causing cleanup work