How I Stay Organized Managing 70 Bookkeeping Clients
Description
If you are managing multiple bookkeeping clients and feel like you are one missed deadline away from chaos, this video is for you 🚀
I manage 70 bookkeeping clients, and I am breaking down the exact system I use to stay organized every week and every month. You will see how I track deadlines, handle client requests, keep clean books in QuickBooks Online, and make sure nothing falls through the cracks.
In this video, I cover:
What my weekly bookkeeping workflow looks like
How I structure my month end close process
How I track tasks, due dates, and client deliverables
How I manage client communication without living in my inbox
How I standardize my processes so every client gets consistent service
How I prevent mistakes, catch issues early, and stay ahead of cleanup work
If you are a bookkeeper, a bookkeeping business owner, or a small business owner who wants clean books without stress, this will help you build a simple, repeatable system you can actually stick to.
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