Bookkeeping Sweeps Team Training

Running a service bureau or tax office with a team? Instead of paying for each person to learn bookkeeping sweeps separately, you can now train your entire team under one fee. This program equips your staff with the exact process I use to turn raw transactions into clean profit & loss statements.

Your team will learn how to:

• Categorize client transactions with confidence

• Separate personal from business expenses

• Build accurate P&L statements and cash flow sheets

• Streamline the sweep process to save time and reduce errors

This one-time team training ensures everyone on your staff is on the same page, ready to offer bookkeeping sweeps as a profitable add-on service. One fee covers your whole crew , no piecemeal costs, no confusion, just one smooth system.