Bookkeeping Cleanup & Fixing Messy Books

It’s time to bring everything together. In this final class, we focus on how to clean up messy books — from broken charts to misclassified income. You’ll learn the full cleanup workflow that will save you hours and help you charge premium pricing.

🔸 Topics Covered:
• How to diagnose what’s wrong with a client’s books
• Fixing broken Chart of Accounts and duplicate categories
• Cleaning up unreconciled accounts
• Reclassifying income and expenses in bulk
• Handling personal transactions and correcting tax-impacting errors
• Documenting your cleanup process for client review

🔸 Best for:
• Tax pros overwhelmed by messy clients
• Bookkeepers charging too little for cleanups
• Admins helping fix books before year-end
• Anyone who wants to master cleanup confidently

Leave with a cleanup strategy you can repeat for every client — and charge more for doing it right.