Do messy books scare you?
If so, this course is for you!
If you’ve ever opened a QuickBooks account full of uncategorized transactions, unreconciled accounts, and numbers that just don’t make sense — you’re not alone.
Instead of feeling confident, you feel stuck…
Unsure where to start, what to fix first, or how to trust the numbers again.
Messy books aren’t just frustrating —
they’re overwhelming, time-consuming, and easy to get wrong without a clear system.
INTRODUCING...
The Cleanup Bookkeeper™ Course
Course
Price: $197.00
Inside this course, you’ll learn how to:
✔ Audit messy books
✔ Fix categorization errors
✔ Reconcile historical accounts
✔ Correct payroll, loans & equity mistakes
✔ Deliver clean financial reports
✔ Price cleanup work profitably
Whether you're a bookkeeper or nonprofit leader, this course gives you the systems to protect the mission through accurate financial management.
Course Outline:
-
Module 1 - Understanding Cleanup Bookkeeping
3 lessons- Lesson 1.1 — What Is Cleanup Bookkeeping?
- Lesson 1.2 — When Clients Need Cleanup
- Lesson 1.3 — Setting Scope & Expectations
-
Module 2 — Assessing the Books
3 lessons- Lesson 2.1 — The Cleanup Audit Checklist
- Lesson 2.2 — Reviewing the Chart of Accounts
- Lesson 2.3 — Reviewing Bank & Credit Card Activity
-
Module 3 — Fixing the Books
4 lessons- Lesson 3.1 — Cleaning Up Categorization Errors
- Lesson 3.2 — Rebuilding Reconciliations
- Lesson 3.3 —Removing Personal Bank & Credit Card Accounts
- Lesson 3.4 —When Journal Entries to Retained Earnings Are OK
-
Module 4 — Cleaning Up Profit & Loss Issues
5 lessons- Lesson 4.1 — Cleaning Up Unapplied Cash Payment Income
- Lesson 4.2 — Cleaning Up Uncategorized Income & Expenses
- Lesson 4.3 — Cleaning Up Duplicate Accounts
- Lesson 4.4 — Truing Up Payroll From Third-Party Software's
- Lesson 4.5 — Loan vs. Lease Accounts
-
Module 5 — Cleaning Up Balance Sheet Issues
11 lessons- Lesson 5.1 — Cleaning up Negative Bank and Credit Card Balances
- Lesson 5.2 — Why Loan Accounts Should NOT Be a Bank Accounts in QBO
- Lesson 5.3 — Cleaning Up Negative Accounts Receivable
- Lesson 5.4 — Writing off Bad debt from Prior Year in Current Year
- Lesson 5.5 — Fixing Outstanding Accounts Receivable Paid in Prior Year
- Lesson 5.6 — Cleaning up Undeposited Funds & Payments to Deposit Issues
- Lesson 5.7 — Cleaning Up Fixed Assets
- Lesson 5.8 — Clearing Unpaid Bills from Accounts Payable
- Lesson 5.9 — Cleaning up Negative Vendor Balances from Prior Year
- Lesson 5.10 — Clearing Up Payroll Liabilities
- Lesson 5.11 — Cleaning Up Owners Equity
-
Module 6 - After the Clean Up
4 lessons- Lesson 6.1 — Preventing Future Clean-Up Issues
- Lesson 6.2 — Documenting Clean-Up Work
- Lesson 6.3 — Client Walkthrough Call (Optional)
- Lesson 6.4 — Offer Ongoing Maintenance
MASTER CLEANUP BOOKKEEPING TODAY!
Turn messy books into accurate, reconciled, and decision-ready financials.
Get StartedI'M BETH.
Education:
- Undergraduate Degree in Communications and Business from Susquehanna University
- Masters of Accounting Degree from Nova Southeastern University
For more info, please visit www.heygoodbookinllc.com
I’ve been an accountant since 2007, specializing in small business and corporate accounting. In 2011, I shifted into tax, where I gained a deeper understanding of how bookkeeping directly impacts the tax return.
When your books are clean, organized, and structured correctly, everything else falls into place — from tax preparation to financial decision-making.
I created these products to simplify the bookkeeping process, create consistency, and help you maintain accurate, tax-ready financials year-round.
When tax season comes, there’s no stress — just clean books, clear reports, and a smooth handoff to your CPA.
"I recently had the pleasure of working with Beth. My experience was nothing short of outstanding."
Irene Kiselev
"Beth is a wealth of knowledge when it comes to bookkeeping and taxes. HIGHLY recommend!"