How to CATCH-UP a New Client in QBO

With a new bookkeeping client, you'll often need to spend some time catching up their QuickBooks file to the current date. In this video I talk about how to familiarize yourself with the books and figure out what date to start. Then, start and organize your catch-up work, and make a plan going forward on how to do the bookkeeping quickly and efficiently.

RESOURCES MENTIONED IN VIDEO:

• VIdeo: How to do a clean-up on messy books

• Video: Key Performance Indicators

• Veronica Wasek Class - Paid Diagnostic Review

• Veronica Wasek Class - Colossal Cleanup Checklist

• Veronica Wasek Class - Complete QBO Cleanup System