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

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 for Bookkeepers   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

BEGINNER services to offer as a bookkeeper (level 1, 2 and 3 ideas)
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BEGINNER services to offer as a bookkeeper (level 1, 2 and 3 ideas)

QBO Cleanup: The diagnostic skills every bookkeeper should know [Webinar Recording]
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QBO Cleanup: The diagnostic skills every bookkeeper should know [Webinar Recording]

The Ultimate Guide 🔥 Clean-Up Bookkeeping 🔥 Everything You Need to Know: Catch-Up Project
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The Ultimate Guide 🔥 Clean-Up Bookkeeping 🔥 Everything You Need to Know: Catch-Up Project

How to Get Bookkeeping Clients in 30 Days -- GUARANTEED
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How to Get Bookkeeping Clients in 30 Days -- GUARANTEED

QuickBooks Clean-Up: Step-by-Step Guide for Fixing Messy Books
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QuickBooks Clean-Up: Step-by-Step Guide for Fixing Messy Books

QuickBooks Online Tutorial: Clean-up last year's erroneous balance sheet (Advanced Webinar)
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QuickBooks Online Tutorial: Clean-up last year's erroneous balance sheet (Advanced Webinar)

CLIENT EXAMPLES: Small, Medium & Large for bookkeepers
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CLIENT EXAMPLES: Small, Medium & Large for bookkeepers

QuickBooks Undeposited Funds: The Right Workflow + Real Fixes
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QuickBooks Undeposited Funds: The Right Workflow + Real Fixes

QBO cleanup: Key steps to get organized and under control [webinar recording]
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QBO cleanup: Key steps to get organized and under control [webinar recording]

2026 QuickBooks Beginners Course: 2.5-Hour Course for Small Business Owners (Start to Finish)
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2026 QuickBooks Beginners Course: 2.5-Hour Course for Small Business Owners (Start to Finish)

If I started over, I would ONLY target these clients (secret goldmine for bookkeepers)
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If I started over, I would ONLY target these clients (secret goldmine for bookkeepers)

What to do BEFORE getting your 1st bookkeeping client
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What to do BEFORE getting your 1st bookkeeping client

QuickBooks Opening Balance Equity Explained: Fix Uncleared Transactions & Clean Up Your Books
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QuickBooks Opening Balance Equity Explained: Fix Uncleared Transactions & Clean Up Your Books

How much should BOOKKEEPING cost?
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How much should BOOKKEEPING cost?

QuickBooks Online Complete Tutorial
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QuickBooks Online Complete Tutorial

HOW MUCH to charge as a bookkeeper (PRICING STRATEGY: % of revenue)
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HOW MUCH to charge as a bookkeeper (PRICING STRATEGY: % of revenue)

How To Do One Month of Bookkeeping in Quickbooks Online {2025 version}
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How To Do One Month of Bookkeeping in Quickbooks Online {2025 version}

3 Must Do's for Every Bookkeeper Before Taking on a Cleanup [webinar recording]
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3 Must Do's for Every Bookkeeper Before Taking on a Cleanup [webinar recording]

How to do a full month of bookkeeping in QBO {full tutorial}
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How to do a full month of bookkeeping in QBO {full tutorial}

💸 Practice BOOKKEEPING before you ever get your first client! | Realistic Bookkeeping
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💸 Practice BOOKKEEPING before you ever get your first client! | Realistic Bookkeeping