How to clean up a client's books as a bookkeeper? Here are the first few steps you need to know as a bookkeeper with a new client. First gather all the documents you'll need to do the bookkeeping work: bank statements, receipts, payroll reports, bank deposit records and possibly a copy of their last tax return. Then, take a look inside the client's QuickBooks Online and see where issues may be. Next, talk with your client to learn more about their financial workflows--where are they earning income and what do they spend regularly? What are common vendors and all the accounts they use? Then, I go over exactly where to start in QBO.

Veronica Wasak affiliate links:
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...

Videos mentioned:
Other clean up:    • How to do a "CLEAN-UP" for bookkeeper...  

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): https://sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE!    / @finepointsbookkeeping  

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan...

☑️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...  
Bookkeeper certification for FREE:    • FREE ProAdvisor certification for boo...  
How to become a bookkeeper (with chart):    • How to become a BOOKKEEPER! Training ...  
How to get clients:    • 20 ways to get bookkeeping clients  
What does a bookkeeper do?    • WHAT DOES A BOOKKEEPER DO? Job descri...  
Day in the life playlist:    • "Day in the life" of a bookkeeper (DITL)  
Bookkeeper Launch video:    • 10 FIRST IMPRESSIONS of Bookkeeper La...  
Client onboarding:    • One Client, START TO FINISH (part 1: ...  
How much to charge:    • HOW MUCH to charge as a bookkeeper (P...  
Services to offer:    • BEGINNER services to offer as a bookk...  

▶ More videos you'll like:
Big, medium & small clients:    • CLIENT EXAMPLES: Small, Medium & Larg...  
Niches playlist:    • Niches for bookkeepers  
Before you start:    • Bookkeepers: 7 THINGS TO KNOW before ...  
Impostor syndrome for bookkeepers:    • How to overcome IMPOSTOR SYNDROME - f...  
10 reasons to start bookkeeping:    • WHY START BOOKKEEPING?  
How to clean up a client's books:    • How to do a "CLEAN-UP" for bookkeeper...  

#bookkeeper #finepoints #bookkeeping