brand new series

The Bookkeeper's Clean-Up Kit

The most comprehensive way to master bookkeeping clean-up! Get access to both classes and receive an exclusive COA template pack with industry-specific examples.

Elevate Your Bookkeeping Expertise

With this two-part series.
As a bookkeeper, you know that messy books lead to bad financial decisions. Business owners rely on accurate data, but what happens when the Chart of Accounts is a disaster, or the books are riddled with errors?

Introducing the Bookkeeping Clean-Up Series—a two-part training designed to transform you into a bookkeeping clean-up specialist. Whether you're working on fixing long-standing financial messes or optimizing an accounting system for efficiency, this series will give you the skills to take on any challenge.

PART I: CHART OF ACCOUNTS CLEAN-UP

(AVAILABLE NOW!)

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What You'll Learn:

  • How to determine whether to merge accounts or replace them
  • When to add a new account vs using other tracking methods like jobs or classes.
  • How to leverage this skill as a high-value consulting service
  • Should you fix the books or start over? Understanding when a COA is beyond saving.
  • The power of using other database tools instead of overloading the Chart of Accounts

Live Demonstrations

Watch Jackie shaw as she works through two different chart of accounts in QBO and QB Desktop so you can see the good vs the ugly in real-time

Practical Exercises

this course includes hands-on practice so you walk away with some muscle memory of what it's like to clean up the books

Learn
Strategies

Students in this class get to listen in as jackie shaw works through two different chart of accounts. the commentary drops wisdom nuggets galore.

PART 2: CLEAN-UP THE BOOKS

(COMING JULY 2025)

What You'll Learn:

  • How to diagnose the data quality - how bad is it really?
  • The importance of pre-tax clean-up - don't let the CPA do all the work with the journal entries alone.
  • Going beyond temporary fixes - get to the root of the issue and fix it there so it doesn't happen again.
  • How to assess the health of the bookkeeping database
  • Learn to identify where and when things started going off the rails
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Who Should Take This Series?

This series is perfect for:
  • Bookkeepers looking to refine their expertise and offer premium clean-up services.
  • Accounting professionals who want to stop relying on band-aid fixes and get to the root of the bookkeeping issues.
  • Consultants who want to add high-value clean-up projects to their service offerings
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Do not miss!

Why You Need This Training

Cleaning up books isn’t just about fixing past mistakes—it’s about creating a system that prevents future problems. Clients will pay a premium for expert clean-up services, and with these skills, you’ll position yourself as the go-to bookkeeping professional for clean, accurate financial records.
Don't just suffer through messy books...
two-part bookkeeping clean-up series

enroll now

Take the next step in your bookkeeping career and become an expert in financial clean-ups. 
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