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/courses/qbo-paid-diagnostic-review-system?ref=a25de6
Colossal cleanup checklist: https://courses.5mbacademy.com/courses/qbo-colossal-clean-up-checklist?ref=a25de6
Complete QBO cleanup system: https://courses.5mbacademy.com/courses/complete-qbo-cleanup-system-6plan?ref=a25de6
Small, medium, large clients: https://youtu.be/8A877-pVRKA
Charge more, how much to charge? https://youtu.be/tm-Eo3tke0E
Veronica Wasek clean up playlist: https://youtube.com/playlist?list=PLtA2Sdap7ZRHJ0jqp7KaArOuvXFbPtp4P
1 client, start to finish: https://youtu.be/zEzlaAoEfgQ
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/courses/bookkeeper-business-coach
🟢How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/courses/bookkeeper-marketing-coach
☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/beginner-bookkeeping-masterclass-1
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/clients
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/start-a-bookkeeping-business-checklist-1
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/certification-chart-freebie
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/decision-tree-chart
➡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! https://www.youtube.com/@UCKwFBVwdVjyhE0wa0WvJpjw
☑️Margie’s Classes (affiliate links)
**Use code "FinePoints15" for 15% off on any class**
Pass the ProAdvisor Test: https://fastandeasyqbo.samcart.com/referral/qbo-basic/X03zI7TgYsggOYXf
Pass the ProAdvisor Test (Advanced): https://fastandeasyqbo.samcart.com/referral/qbo-advanced/X03zI7TgYsggOYXf
Free guide for the test: https://fastandeasyqbo.samcart.com/referral/everything25/X03zI7TgYsggOYXf
Get hands-on experience (QBO gym): https://fastandeasyqbo.samcart.com/referral/qbo-gym/X03zI7TgYsggOYXf
All classes: https://fastandeasyqbo.samcart.com/referral/S9VDjgIM/X03zI7TgYsggOYXf
☑️Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/register?affiliate_id=3902557
Nerd Enterprises: https://www.nerdenterprises.com/a/20210/u7o94LhJ
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a25de6
▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/technology-tips-for-bookkeepers
▶ Videos to get started bookkeeping:
Learn bookkeeping: https://youtu.be/5W1m-0R6H_k
Bookkeeper certification for FREE: https://youtu.be/xKcCrN5Sn-E
How to become a bookkeeper (with chart): https://youtu.be/IyZvsc0gavM
How to get clients: https://youtu.be/RrrKUYuMSA4
What does a bookkeeper do? https://youtu.be/XVu0Lr_vElY
Day in the life playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAP7Ih6lsz-XD6kVT2w5-wCr
Bookkeeper Launch video: https://youtu.be/dUrjJy1ersw
Client onboarding: https://youtu.be/zEzlaAoEfgQ
How much to charge: https://youtu.be/tm-Eo3tke0E
Services to offer: https://youtu.be/3BPxGm1SIGk
▶ More videos you'll like:
Big, medium & small clients: https://youtu.be/8A877-pVRKA
Niches playlist: https://youtube.com/playlist?list=PLCG_jzVy0dAMm3ERdb-gEY-ZLSnRdCxq8
Before you start: https://youtu.be/40d-8IsYqDo
Impostor syndrome for bookkeepers: https://youtu.be/Y1HVIYj6Mq8
10 reasons to start bookkeeping: https://youtu.be/2tZOoXoZC_w
How to clean up a client's books: https://youtu.be/moRR3fc61XE
#bookkeeper #finepoints #bookkeeping