Latest / The Bookkeepers' Podcast
Episode 341 How to Handle a Bookeeping Clean Up Job
In this episode of The Bookkeepers’ Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who’s fallen behind, whether it’s a few months of missed entries or a year-long backlog. They discuss how to set boundaries, determine whether to take on a clean up job at all, and how to price the work fairly—without undervaluing your time. With actionable advice on due diligence, onboarding, process improvement, and client communication, this episode is packed with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.