Jason On Firms Podcast 505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
Aug 27, 2025
Dive into the chaotic world of cleanup bookkeeping, uncovering the need for standardization and efficiency. Discover advanced billing systems like Ignition and ClientHub that can revolutionize payment collection for accounting firms. Learn how to categorize clients and implement a tiered service structure to streamline workflows. Strategies for enhancing profitability and efficiency are explored, making cleanup bookkeeping easier and more effective during the busy tax season.
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Treat Clean-Up As Its Own Service
- Clean-up bookkeeping is a distinct service separate from ongoing bookkeeping and tax prep.
- Treat it as a project with its own processes and team rather than forcing tax staff to patch messy books.
Use Six Variables To Standardize Work
- Define six service variables for every clean-up engagement: source platform, destination platform, months to review, months to enter, accounting method, and speed.
- Use those variables to create task templates so work is repeatable and assignable in your PM system.
Set Backstop Months And Communicate Them
- Explicitly set how many months you'll review and how many you'll recreate from scratch.
- Communicate clear cutoffs to clients so you don't accept indefinite responsibility for prior periods.