Having clean financial books is key to understanding where your money is coming from and where it’s going. It also helps you avoid errors or regulatory issues and provides better financial insights for making business decisions. And yet, bookkeeping is one of the most neglected aspects of running a small business.

This this bookkeeping cleanup checklist can help you keep your books clean so that they provide the valuable insight you need to run your business. You’ll learn how to find and fix data entry errors, reconcile your bank statements, and make adjusting entries for depreciation and amortization, allowance for doubtful accounts, and accrued revenue or expenses. Keeping your books clean will save you time and money, reduce employee stress, prompt better management decisions, and enable overall business activities to flourish.

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Bookkeeping clean-up projects are challenging and can be time-consuming if you jump in without a plan or structure to follow. It’s important to have a plan in place before starting the process so that you can work faster and more accurately. If you want to take on even the messiest QBO cleanup jobs with confidence, download this bookkeeping cleanup checklist today.