Why You Need This Free Clean-Up Project Plan & Timeline Guide

Documenting firm processes, especially for extensive clean-up projects, can be daunting. Clean-up projects require strong organizational skills, starting with setting deadlines and establishing a clear calendar. This Clean-Up Project Plan & Timeline Guide helps you prioritize essential tasks based on your client’s needs. By focusing on impactful steps and following a structured timeline, you can complete clean-ups smoothly and efficiently.

As an experienced firm owner, Justine Lackey, understands the challenges of running a bookkeeping practice and offers practical strategies to tackle clean-up projects with confidence. This guide provides a detailed task list and project calendar, helping you avoid missed steps and systemize your process using tools like Financial Sense. It’s your roadmap to successful, timely clean-ups, enhancing productivity and client satisfaction.

Justine helps bookkeepers (and accountants) run their businesses better by teaching them the proprietary techniques, workflows, and operation systems she developed while running her virtual firm of fifteen years. If you are struggling with workflow and systems, join her Get Organized! Challenge which begins on September 16th. During the challenge you will learn three essential workflows you must know to get your business organized for good. If you are ready to unlock the secrets of providing stellar customer service, save your seat now.

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Helps You Prioritize Your Time During  a Clean Up Project

Justine Shares Why You Need This Clean Up Timeline And Task List

This guide provides you with a clear timeline to help you stay on track, manage tasks and deadlines, and proven strategies for completing the Clean Up projects quickly and accurately, without compromising quality.

Plus it has a list of essential tasks from setting up QBO accounts to reviewing and amending data entry with clients - which you can “plug and play” right into Financial Cents. I’ve also included a training video, where you will learn an ideal project calendar and timeline , and you're also going to learn the general tasks that are part of a cleanup project."

Justine Lackey, Coach Bookkeepers Business Incubator

Benefits of the Guide

  • Increased Efficiency: The guide provides a structured timeline, ensuring that cleanup projects are completed quickly without unnecessary delays.
  • Improved Accuracy: With detailed, hyper-specific task lists, the guide helps you avoid missing any critical steps during the reconciliation process.
  • Enhanced Productivity: Setting clear deadlines and sticking to them keeps your projects on track, maximizing your productivity.
  • Systemized Workflow: The guide helps you create a repeatable, systemized process for future cleanup projects, saving time and reducing errors.
  • Client Satisfaction: Following the guide’s step-by-step approach ensures a thorough and timely cleanup, leading to happier clients.
  • Professional Growth: By using the guide, you’ll enhance your project management skills, making you more effective and confident in handling complex cleanup tasks.

What You’ll Find in the Clean-Up Project Plan & Timeline Guide Template

Justine’s template provides a user-friendly format with clear instructions for you to customize according to your firm’s specific needs. Justine walks you through detailed instructions on how to best utilize this guide for optimal results.

How to Use the Clean-Up Project Plan & Timeline Guide Template

To effectively utilize Justine Lackey’s “Clean-Up Project Plan & Timeline Guide” template, follow these simple steps:

  1. Download the Template
  2. After obtaining your copy:
    • Review each Week: Assess and modify sections to fit your firm’s unique processes and requirements.
    • Create the Project Template: You can create your own template within Financial Cents and then get specific per client.
    • Supplement with a Walkthrough: Consider creating a brief video to explain how a clean up will work for your client.
    • Catalog Completed Processes: As processes are completed, add them and their corresponding links to the designated section to create a comprehensive workflow table of contents.

Conclusion

This Clean-Up Project Plan & Timeline Guide allows you to confidently manage your time and workflow with clean-up projects, while delivering exceptional results to your clients. This takes the headache out of Clean-Up Projects as a service offering and streamlines it for your firm.

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