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 […]
When AI Bookkeeping Goes Wrong: The Costly Lesson of Choosing Intuit Live Over a Certified Bookkeeper
When AI Bookkeeping Goes Wrong: The Costly Lesson of Choosing Intuit Live Over a Certified Bookkeeper 🎧 On the go? You can now listen from anywhere! In this session of The Deep Dive, we’ll dig into this topic more. Listen or download here now. A GTB True-to-Life Case Study for Business Owners At Giesler-Tran Bookkeeping […]