PART 2 OF A 2-PART SERIES

(AVAILABLE AUGUST 2025)

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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

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.
Lesson 2 IN A 2-PART series

Clean-Up The Books

Once the Chart of Accounts is in order, it's time to dig deeper. This class will teach you how to diagnose and fix problems in a bookkeeping system - ensuring errors don't keep reappearing.
BOOKKEEPER'S CLEAN-UP KIT

LOOKING FOR THE FULL CLEAN-UP SERIES?

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Who we are

Our mission is to educate people to become highly skilled bookkeepers and to connect companies to highly qualified bookkeepers. 

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Get in touch

  • PO Box 158
    Corvallis, OR, 97333, US
  • jackier@brassjacks.com
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