Become the Bookkeeper People Call When Nobody Else Can Figure it Out.


Every experienced bookkeeper eventually opens a file that makes them stop and think:

"Where do I even start?"

  • Duplicate accounts.
  • Unreconciled balances.
  • Years of neglect.
  • Financial reports no one trusts.
  • Clients hoping you'll have the answer.


The Bookkeeper's Clean-Up Kit gives you the process, confidence, and expertise to walk into messy books and know exactly what to do next.

Includes:

✔ Chart of Accounts Clean-Up

✔ Clean Up the Books

✔ COA Template Pack

✔ Lifetime Access


Save $200 through June 30th - Get the complete Clean-Up Kit for $497.

THE DIFFERENCE BETWEEN A GOOD BOOKKEEPER AND A GREAT ONE

Most bookkeepers can keep clean books clean.

Great bookkeepers know how to untangle the mess.

They don't panic when a client hands them years of bookkeeping chaos.

They know where to look.

They know what questions to ask.

They know how to separate symptoms from root causes.

And they know how to rebuild trust in the numbers.

Business owners remember those bookkeepers.

CPAs refer those bookkeepers.

Communities talk about those bookkeepers.

The Bookkeeper's Clean-Up Kit was built to help you become one of them.

Learn Directly From
Jackie Shaw

If you've been around Brass Jacks for any length of time, you know Jackie has a gift for seeing what others miss.

The unusual transactions.

The hidden causes.

The small clues that explain the bigger story.

Inside this training, you won't just learn what to do.

You'll learn how Jackie thinks.

Through live demonstrations, practical exercises, real-world examples, and years of hard-earned wisdom, you'll gain insight into the decision-making process behind successful cleanup projects.

Because the real expertise isn't memorizing steps.

It's knowing which steps matter most.

PART I: CHART OF ACCOUNTS CLEAN-UP

Write your awesome label here.
Because every cleanup starts with the foundation. 
A poorly designed Chart of Accounts creates confusion, weak reporting, and unnecessary complexity.
You'll learn how to:
  • Determine when accounts should be merged, replaced, or retained
  • Decide when new accounts are appropriate, and when classes, jobs, or other tracking tools are the better choice
  • Know when a Chart of Accounts can be saved and when starting over makes more sense
  • Use cleanup expertise as a premium consulting service
  • Build financial reports that actually tell the story of the business

Plus:

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

Because fixing symptoms isn't enough.
This is where Jackie opens the playbook.

You'll learn how to assess the health of a bookkeeping database, identify where things went wrong, and fix problems at their source.
Inside, you'll cover:
Selling + Pricing Cleanup Work
  • How to position cleanup services
  • Estimating and pricing projects
  • Selling the importance of after-care
Diagnosing the Damage
  • What causes database chaos
  • Common cleanup horror stories
  • When a database can be saved
  • When it's time to euthanize it and start over
Planning the Cleanup
  • How to scope the work
  • Project planning strategies
  • Understanding the impact of timing and reporting periods
Write your awesome label here.
Cleanup by Financial Reports
  • Profit & Loss Cleanup
  • Common Profit & Loss Issues
  • Balance Sheet Cleanup
Cleanup by Account Type
Including:
  • Bank accounts
  • Accounts receivable
  • Accounts payable
  • Credit cards
  • Loans and lines of credit
  • Fixed assets
  • Equity
  • Retained earnings
  • Unearned income
  • Liabilities
  • ...and more
Payroll Cleanup
Because sometimes the biggest messes involve payroll.
Learn how to recognize common payroll problems and approach them with confidence.

YOU'LL ALSO RECEIVE

PDF Resources and Practice Materials
  • Database Cleanup Checklist
  • Planning Checklist
  • Chart of Accounts Revision Practice
  • Homework Assignments
  • Solution Walkthrough Videos
  • COA Template Pack
Plus Lifetime Access
Come back whenever you need a refresher before your next cleanup project. 

This training is for you if...

  • You're an experienced bookkeeper who wants to tackle more complex work.
  • You'd like to add cleanup projects as a premium service.
  • You want greater confidence when books are messy.
  • You're tired of relying on band-aid fixes
  • You want to become known as the person who can solve the problems others avoid.

Write your awesome label here.

DON'T JUST HOPE THE BOOKS ARE CLEAN.

Become the bookkeeper who knows exactly what to do when they aren't.

Because expertise isn't built by avoiding messy books.

It's built by learning how to confidently untangle them.

And once you can do that, you'll become the person clients, CPAs, and referral partners remember.
Enroll in the Bookkeeper's Clean-Up Kit today and save $201 before June 30.
two-part bookkeeping clean-up series

enroll now

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

Connect with us

Who we are

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

Featured links

Get in touch

  • PO Box 158
    Corvallis, OR, 97333, US
  • jackier@brassjacks.com
Copyright © 2026
Created with