Sep '25 • Tax Planning & Adv Strategies
Advanced Tactic / Mini-SOP: Speeding up client cleanup work with a 90-Minute Deep Dive Session Steps:
- Export the last 12 months of bank statements.
- Upload them to QBO’s bank feed import tool.
- Apply bank rules for recurring vendors (utilities, payroll, rent).
- Use the “Uncategorized Transaction Triage” checklist to batch-classify faster.
- Schedule a 15-min recap with the client to confirm coding.
Template to Copy:📝 Cleanup Triage Checklist
- Bank Statements Imported ✅
- Rules Applied ✅
- Uncategorized Expenses Reviewed ✅
- Client Confirmed ✅
KPI to Track:
- Cleanup Speed per 1,000 Transactions (goal: < 2 hrs).
Next Action ✅: Pick one client file that’s messy and block 90 minutes this week to run the full cleanup sprint.
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Advanced Tactic / Mini-SOP: Speeding up client cleanup work with a 90-Minute Deep Dive Session Steps:
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