Unpacking the Bookkeeping Mess

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Blessed is the client that brings a correctly formatted Profit & Loss and Balance sheet rather than a bag of receipts.

If you do taxes for businesses, you will run into their books, or lack thereof, at one moment or another. It’s inevitable. It’s also a gamble, and, sometimes, we hit the jackpot and take over a set of books that are in top shape. More often than not, we get the joker.

In this guide you'll learn how to:

  • Recognize when you need to take control of the bookkeeping mess
  • Focus your efforts to regain control 
  • Use solutions you have at your disposal both internally and externally to address the chaos
  • Tackle those difficult clients and have those awkward conversations that you hate 

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