Bookkeeping Cleanup: Discovery, Diagnosis, Documents & Data-Fixes

Get 30% off QuickBooks for 6 months when you sign up through my affiliate link: quickbooks.partnerlinks.io/uixlt4lvoist Ever wondered why your bookkeeper’s cleanup quote feels expensive? In this video, I pull back the curtain on the real work that goes into a QuickBooks cleanup—from discovery to diagnosis, documentation, and data-fixes—so you can see exactly what you’re paying for and why it matters. Learn how professional bookkeepers price cleanups, what we look for inside your QuickBooks file, and how monthly bookkeeping actually saves you money long-term. 💰Get 30% off QuickBooks for 6 months when you sign up through my affiliate link: quickbooks.partnerlinks.io/uixlt4lvoist 💰 Bookkeepers! Be rewarded with a $50 Anchor credit: https://join.sayanchor.com/LrhW65 👀 How to Invite Your Bookkeeper to QuickBooks Online (Step-by-Step):    • How to Invite Your Bookkeeper to QuickBook...   👀 How to Analyze a Balance Sheet:    • How to Analyze a Balance Sheet   👀 How to Analyze an Income Statement for Clean-Ups [Bookkeeper Tips]:    • How to Analyze an Income Statement for Cle...   TIMESTAMPS: 00:00 – Year-End & Why Cleanups Matter 01:13 – Part 1: Discovery Call 03:46 – Part 2: Diagnostic Review & Pricing 03:54 – Reconciling vs Bank Feeds 05:48 – Unpaid Bills Report 06:21 – Open Invoices & AR Issues 07:03 – Undeposited Funds 07:41 – Loans: Principal vs Interest 08:30 – Fixed Asset Thresholds & Depreciation 08:50 – Transaction Volume & Pricing 10:09 – Value of Monthly Bookkeeping 11:22 — “Uncategorized” Anything 12:06 – Personal Expenses & Commingling 12:59 – Opening Balance Equity 13:49 — Presenting the Cleanup Plan 16:15 – Part 3: Onboarding & Documents 18:28 – Part 4: The Actual Cleanup: Back-up the client’s file 20:02 — Chart of Accounts Makeover 21:01 — Vendors & Customers Lists 21:44 — Reconciling Month-by-Month 23:31 – Bookkeeper ≠ Data Entry 24:11 – Wrap-Up & Next Steps