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: [ Ссылка ]
Colossal cleanup checklist: [ Ссылка ]
Complete QBO cleanup system: [ Ссылка ]

Videos mentioned:
Other clean up: [ Ссылка ]

My website: [ Ссылка ]

☑️My favorite bookkeeper training (affiliate links)
💜Bookkeeper Launch free series: [ Ссылка ]
💜Bookkeeper Launch FAQs: [ Ссылка ]
💜Bookkeeper Launch checkout: [ Ссылка ]

☑️Classes taught by me
🟢How to start your business in 30 days (Bookkeeper Business Coach): [ Ссылка ]
🟢How to get clients (Bookkeeper Marketing Coach): [ Ссылка ]

☑️Free stuff
➡Is bookkeeping right for me? (free masterclass): [ Ссылка ]
➡How I got my first 3 CLIENTS (free masterclass): [ Ссылка ]
➡Start a bookkeeping business (free checklist) [ Ссылка ]
➡LEARN bookkeeping (my favorite training options): [ Ссылка ]
➡Where to start bookkeeping (chart): [ Ссылка ]
➡Tax Biz (free intro class on taxes): [ Ссылка ]
➡More freebies on my website: [ Ссылка ]
➡ Please SUBSCRIBE! [ Ссылка ]

☑️Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): [ Ссылка ]
For Advanced (code "finepoints" for discount): [ Ссылка ]

☑️Other awesome classes (affiliate links)
Booming Bookkeeping: [ Ссылка ]
Nerd Enterprises: [ Ссылка ]
5 Minute Bookkeeping: [ Ссылка ]

▶My Bookkeeping Tech Tools: [ Ссылка ]

▶ Videos to get started bookkeeping:
Learn bookkeeping: [ Ссылка ]
Bookkeeper certification for FREE: [ Ссылка ]
How to become a bookkeeper (with chart): [ Ссылка ]
How to get clients: [ Ссылка ]
What does a bookkeeper do? [ Ссылка ]
Day in the life playlist: [ Ссылка ]
Bookkeeper Launch video: [ Ссылка ]
Client onboarding: [ Ссылка ]
How much to charge: [ Ссылка ]
Services to offer: [ Ссылка ]

▶ More videos you'll like:
Big, medium & small clients: [ Ссылка ]
Niches playlist: [ Ссылка ]
Before you start: [ Ссылка ]
Impostor syndrome for bookkeepers: [ Ссылка ]
10 reasons to start bookkeeping: [ Ссылка ]
How to clean up a client's books: [ Ссылка ]

#bookkeeper #finepoints #bookkeeping

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