Key Steps for a Successful Bookkeeping Cleanup

🔍Perform a diagnostic review to fully understand the scope of the cleanup and identify any issues or challenges.

💼Create an engagement letter or service agreement that clearly outlines the work to be done, price, and payment terms.

📄Request important documents from the client, including bank statements, tax returns, and access to relevant apps and accounts.

🤝Develop a clear understanding of the client's goals and why they need their books cleaned up to effectively communicate your value.

🗄️Establish an organized system and workflow for the cleanup process, ensuring efficiency and accuracy.

Why is a diagnostic review important for a bookkeeping cleanup?

—A diagnostic review allows you to fully understand the scope of the cleanup and identify any issues or challenges before starting the work.

What should be included in an engagement letter or service agreement?

—An engagement letter should outline the work to be done, the price, and the payment terms to set clear expectations and protect both parties.

What documents should be requested from the client for a bookkeeping cleanup?

—Request important documents such as bank statements, tax returns, and access to relevant apps and accounts to gather necessary information for the cleanup.

Why is it important to understand the client's goals for the cleanup?

—Understanding the client's goals allows you to communicate your value effectively and tailor the cleanup process to meet their specific needs.

How can I ensure efficiency and accuracy during a bookkeeping cleanup?

—Establish an organized system and workflow for the cleanup process to ensure tasks are completed efficiently and accurately.

00:00Introduction and welcome to the webinar on bookkeeping cleanup.

08:28The importance of a diagnostic review and engagement letter in the cleanup process.

12:31Onboarding the client and gathering necessary documents for the cleanup.

13:29Understanding the client's goals and why they need their books cleaned up.

14:36Establishing an organized system and workflow for the cleanup process.