Plan a catch-up bookkeeping cleanup

Scope a catch-up bookkeeping project: step-by-step cleanup order, documents to request, hour estimates and a scope summary to send the client.

The prompt

Act as a senior bookkeeper scoping a catch-up project. Help me plan the cleanup of a client's books.

Client's business and entity type: [DETAILS]
Software they use and the last month that was reconciled: [DETAILS]
Accounts involved (bank, cards, loans, payment processors): [LIST]
Known problems (uncategorized transactions, personal spending mixed in, missing months): [LIST]
Deadline (tax filing, loan application): [DATE]

Give me: 1) a step-by-step cleanup plan in the right order, 2) a list of documents to request from the client, 3) an hour estimate per step with assumptions marked [ESTIMATE], 4) a short scope summary to send the client with what's included and what's not, and 5) risks to flag before quoting. Don't quote a price; leave [YOUR RATE].

Replace every [BRACKETED] part with your own details before sending.

How to use it

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