June 26: Bookkeeping Cleanup & Fixing Messy Books - $125

Outline

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.