How to Prepare for a Bookkeeping Cleanup — Checklist & Worksheet | GTB
Export 12–24 months of bank/credit-card statements, merchant payouts, payroll reports, vendor invoices, prior tax returns, and your current Chart of Accounts. Label files by month and vendor, provide access to accounting software, and highlight problem areas to prioritize. A well-prepared handoff reduces cleanup time and cost. How to Prepare for a Bookkeeping Cleanup Engagement On […]