Services for Accounting Professionals

After getting efficient at cleanups, I noticed how many other bookkeepers and accountants struggled with them. When I started offering outsourced cleanups, they were excited to get clean books for their clients without having to spend weeks on the project themselves.

I also noticed some didn't want to outsource the cleanup but were interested in improving their own cleanup processes or getting help on tricky cleanup issues like fixing QuickBooks undeposited funds tangles, how to best approach a multi-year cleanup, or tying S-Corp books to the tax return. So I began offering strategy call sessions.

2 Paths

Path 1: Done-For-You Reviews and Bookkeeping Cleanups

Who It's For

Accounting professionals who need expert bookkeeping reviews and cleanup services completed for their clients without the time to do it in-house.

What You Get

Bookkeeping Review Service:

  • Review of financial reports

  • Video summary identifying all issues requiring attention to get books tax-ready

  • Quote for cleanup services

  • Note: QuickBooks Online accountant access required before purchasing review services

Bookkeeping Cleanup Includes:

  • Categorization of transactions

  • Reconciliation of balance sheet accounts

  • Resolve discrepancies identified during bookkeeping review

  • Preparation of financial statements

  • Weekly updates on progress

  • Cleanup report with information to know for monthly work

How It Works

  1. Purchase Review - Complete payment and questionnaire

  2. Provide accountant access to books - Receive instructions for providing QuickBooks Online accountant access

  3. Review completed - Reviews completed in batches every Tuesday and results sent to you via email

  4. Next Steps - Choose to proceed with cleanup services or implement recommendations yourself

Path 2: Bookkeeping Cleanup Strategy Calls

(aka Pick My Brain)

Who It's For

Accounting professionals who want to handle cleanups themselves but need expert guidance on approach, methodology, and problem-solving for challenging client books.

What You Get

  • Call to review any issues you're having

  • Screenshare account and walk through difficult problems to find solution

  • Cleanup workflow advice and improvements

How It Works

  1. Book Strategy Call - Schedule your working session

  2. Strategy Session - Work together to diagnose issues and create action plan

  3. Optional Follow-up - Additional strategy calls available as needed

Questions I've tackled in previous sessions:

  • How to streamline fetching receipts

  • How to fix undeposited funds account and clear the balance in QuickBooks

  • How to reconcile Stripe accounts

Questions?

Questions?

Email hello@yellowskybookkeeping.com with the Subject Line: Questions about Outsourced Bookkeeping Reviews and Cleanups.

Please allow 3 business days for a response.