Gain Clarity Fast: How to Review Your Books for a Successful Clean-Up

In this video, I walk business owners step-by-step through the exact process I use to identify what needs to be cleaned up inside their books and how to approach it with clarity and confidence.

We start by reviewing the Profit & Loss and Balance Sheet, looking for common red flags such as negative balances, uncategorized transactions, duplicate income or expenses, and accounts that don’t match bank or credit card statements. I explain how to compare each account to real-life statements and spot what doesn’t belong.

Then, we move into the structural cleanup, including how to:

• Identify and correct duplicate vendors and customers

• Clean up a cluttered Chart of Accounts

• Merge or rename accounts so reporting becomes clearer

• Reclassify transactions that were put in the wrong place

From there, I show how to verify beginning balances, reconcile accounts properly, and confirm that the books tell an accurate financial story.

Finally, I guide viewers through a simple system for staying organized moving forward so their books remain clean, accurate, and easy to understand month after month.

By the end of the video, business owners understand not just what needs to be fixed in their bookkeeping, but why it matters, and how clean books create clarity, confidence, and better decision-making for their business.