myCPE

Simplify Messy Book Cleanup with Pro Tips

Turn Messy Financial Records into Organized Masterpieces.

  • Analyze balance sheet accounts for reconciliation and adjustments.
  • Review profit and loss statements for accurate categorization.
  • Identify issues in payables, receivables, and equity accounts.
  • Explain effective methods to finalize asset and liability accounts.
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Why Professionals Trust Our Practical Training Programs

  • Programs designed to build skills for more workplace efficiency.
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All Practical Training Programs Available Only in Teams Premium Plan
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Course Details

What You’ll learn

Tired of struggling with messy financial books? This course equips accountants and bookkeepers with the tools and strategies to clean up disorganized accounts. Covering balance sheet reviews, profit and loss categorization, and critical reconciliations, this program is tailored to streamline accounting processes. Whether dealing with payables, payroll liabilities, or equity adjustments, participants will gain the confidence to handle complex scenarios. Designed for accounting professionals seeking clarity and efficiency, this course ensures your books are audit-ready and easy to manage.

Major Topics covered

Balance Sheet Cleanup

Profit and Loss Review

Bank Reconciliation Techniques

Accounts Receivable & Payable Cleanup

Equity & Liability Adjustments

Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Course Modules

Course Title Time Total Session
1. Introduction
2 Mins 1 Session
  • Play Now - Introduction to Messy Book Cleanup
2. Balance Sheet Account Review & Cleanup
1 Hr, 18 Mins 7 Sessions
  • Paly Now - Bank Reconciliation & Payables Cleanup
  • Play Now - Bank Reconciliation & Balance Sheet Account Cleanup
  • Play Now - Accounts Receivable Cleanup
  • Play Now - Asset Account Finalization
  • Play Now - Accounts Payable & Credit Card Reconciliation
  • Play Now - Payroll Liabilities & Long-Term Liability Cleanup
  • Play Now - Equity Account Adjustments
3. Profit & Loss Account Review & Cleanup
30 Mins 2 Sessions
  • Play Now - Profit & Loss Review & Vendor Categorization
  • Play Now - Profit & Loss Final Review
      4. Final Quiz

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Practical and Engaging Learning!

“I’ve taken plenty of courses over the years, but this PTC course stands out. The content is practical, engaging, and easy to apply in real-world scenarios. Definitely worth exploring! 🚀”

Ethan Caldwell

Ethan Caldwell, CPA

Senior Tax Consultant

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Perfect for Busy Professionals!

“This course is structured so well that even with my hectic schedule, I was able to complete it without feeling overwhelmed. The real-life examples and case studies made complex topics much easier to grasp. MYCPE ONE makes learning simple and effective.”

Lena Whitmore

Lena Whitmore, CMA

Financial Analyst

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Worth Every Penny!

“I was skeptical at first, but this course exceeded my expectations. It’s informative, to the point, and packed with insights that are immediately useful. If you’re looking to sharpen your skills, this course is a great choice.”

Grayson Holloway

Grayson Holloway, EA

Tax Advisor

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One of the Best Learning Experiences!

“The interactive format, expert instruction, and practical approach make this one of the most useful courses I’ve taken. It’s rare to find a course that balances depth with clarity so well. MYCPE ONE really delivers quality content. 🎯”

Sophia Marquez

Sophia Marquez, CPA

Audit Manager

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Clear, Concise, and Informative!

“If you’re looking to stay ahead in the accounting world, this course is a solid choice. The explanations are clear, and the examples are incredibly relevant. I walked away with knowledge I could apply right away.”

Nathaniel Drake

Nathaniel Drake, CIA

Internal Auditor

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Kept Me Engaged from Start to Finish!

“Most online courses feel like a chore, but this one kept me engaged throughout. The material was well-organized, and the instructor made even the toughest concepts easy to understand .”

Valerie Simmons

Valerie Simmons, CFE

Forensic Accountant

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A Must for Professionals!

“I’ve attended multiple training programs, but this one stands out for its practicality and relevance. The best part? MYCPE ONE made the learning process smooth and hassle-free. I’m looking forward to more courses from this platform.”

Desmond Hayes

Desmond Hayes, CPA

Finance Director

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A Solid Learning Platform!

“The PTC course was no exception—well-structured, informative, and applicable to real-world scenarios. A great option for professionals who want to stay updated.”

Isla Remington

Isla Remington, CMA

Management Accountant

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Exceeded Expectations!

“I needed a course that was detailed yet easy to follow, and this one delivered beyond my expectations. The pacing, content, and insights were all top-notch. Definitely a great investment in my career growth.”

Ronan Fletcher

Ronan Fletcher, CGMA

CFO

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Learning Made Simple!

“The way this course breaks down complex topics into digestible lessons is impressive. I felt confident applying what I learned immediately.”

Tessa Vaughn

Tessa Vaughn, CPA

Senior Auditor

Frequently Asked Questions

The course covers essential topics like balance sheet account review, profit and loss cleanup, reconciliation of accounts, equity and liability adjustments, and practical techniques for organizing financial records. Participants gain hands-on knowledge to ensure books are clean, accurate, and ready for decision-making.

This course is ideal for accounting and finance professionals, bookkeepers, and small business owners managing messy financial books. It’s also suitable for those handling reconciliations, financial record cleanup, or looking to streamline their accounting processes.

Practical learning is emphasized through case studies, step-by-step guides, and real-world examples of messy financial scenarios. This hands-on approach allows participants to apply the concepts directly to their work environments.

Participants receive expert-led insights, actionable strategies, and downloadable reference guides. These resources help solidify theoretical concepts and translate them into practical solutions for financial record organization and cleanup.

The instructors are seasoned professionals in bookkeeping, accounting, and financial reconciliation. With years of hands-on experience, they provide actionable advice and real-world examples to guide learners through complex financial cleanup processes.

Graduates can pursue roles like Accounting Associate, Bookkeeping Specialist, Reconciliation Analyst, Accounts Cleanup Consultant, Financial Operations Executive, or Accounts Payable/Receivable Coordinator. Salaries range from $34,340 for entry-level positions to $91,983 for experienced professionals, depending on expertise and location.

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