Are you ready to become a QuickBooks Online Cleanup Master?

QuickBooks Online Cleanup projects can be long and complicated resulting in some pretty bad headaches. And you never feel like you can catch up, right?! But, they don’t have to be. If you have the right approach, you can work through any cleanup project efficiently and effectively.

With this master course, you’ll get a streamlined workflow for cleanup projects. The entire course walks you through a sample cleanup and we cover countless examples of issues and how to fix them.

I’ve been in practice since 2009 and have worked through countless cleanup projects. I’ve made a ton of mistakes while evolving and honing my process. Don’t waste time making the same mistakes that I did. This is your chance to take advantage of my experience and jump that learning curve.

What Does a Successful Cleanup Project Look Like?

For you to be able to complete a successful cleanup project, you’ll need to be able to:

  • Define the project goals and scope clearly with your clients

  • Use your diagnosis of the books to come up with your pricing

  • Prepare a communication plan to keep your client at ease

  • Understand how to utilize the tools in QBO to be as efficient as possible

  • Complete the cleanup on time and under your projected hour budget

  • Increase the lifetime value of the client by converting them to an ongoing client

Course curriculum

  1. 01

    • How to use this course

    • A Quick Note About This Course
  2. 02

    • Managing Cleanup Engagements

    • Diagnosing the Books

    • Test Company Checklist (Excel file)
  3. 03

    • Cleanup Best Practices
  4. 04

    • #3 Cleanup Tools
  5. 05

    • Reconciling Accounts
  6. 06

    • Fixing Transactions

    • Cleanup of Cleanup Account
  7. 07

    • Complicated Accounts
  8. 08

    • Bonus #1 Excel Skills for Accountants - Top 10 Excel Tools to Increase Productivity

    • Bonus #2 Tying Tax Returns to the Financials

Enroll Today!

Bonus Courses

  • Tying Tax Returns to the Financials

    Learn how to match the details from your clients' tax returns to their financial statements.

  • Excel Skills for Accountants – Top 10 Excel Tools to Increase Productivity

    Learn how to use the top 10 productivity-boosting tools to help accountants and bookkeepers in their day-to-day lives.

By the End of the Course, You’ll Be Able To

  • Diagnose the books and calculate cleanup pricing

  • Develop cleanup checklists

  • Manage cleanup engagements from beginning to end

  • Determine which best practices to utilize during cleanup engagements

  • Utilize the proper tools available in QuickBooks to efficiently clean the books

  • Utilize different types of reconciliations to clean up transactions and accounts

  • Identify complicated accounts and how best to fix those balances

Cathy Iconis

Meet Your Instructor

In 2009, Cathy Iconis had the perfect idea: to start her own business and have a baby at the same time. Needless to say, there were some growing pains and tears from both mother and baby, but Cathy is a special brand of crazy. She soon became a Quickbooks Online expert and aggressively networked on Twitter to make connections, grow a following, and showcase her expertise. The industry took notice as Cathy was recognized as one of CPA Practice Advisor’s 40 Under 40 Honorees for nine years, and would have gone for 10 if it weren’t for the pesky age cut-off. She became such a sought-after expert that she even helped Intuit develop the first version of its Advanced QuickBooks Online Certification. After her second daughter was born, Cathy started QBOchat as a resource for other accountants and bookkeepers to help them start and grow their own practice. The core of Cathy’s teachings is to ask a simple question: “What makes you happy?” She finds it easy to fall into the trap of feeling like a failure if your practice isn’t growing as rapidly as others, but if you listen to your passions, you’ll find your own level of success.

Cathy Iconis

FAQ

  • Who is the QBO Cleanup Course for?

    This course is for seasoned bookkeepers and accountants that want to develop a streamlined cleanup process for their practice. This course is also geared towards bookkeepers that utilize QuickBooks Online with their clients.

  • How long will I have access to the course?

    Once your purchase is complete, you'll have lifetime access to the course. This includes any updates made for future releases.

  • What if I don't like the course and want a refund?

    No problem! I have a 7 day NO HASSLE refund policy. If you are unhappy with the course for any reason, just email me within 7 days for a full refund. No refunds are provided after the first 7 days.

Save $197 by purchasing the bundle!