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In this video tutorial, the speaker discusses the first step of bookkeeper cleanup, highlighting key processes to effectively get started. The steps include: 1) Gathering necessary documents, 2) Reviewing QuickBooks, 3) Communicating with the client for additional information, 4) Determining the relevant time frame, and 5) Focusing on one task at a time to avoid feeling overwhelmed. The speaker emphasizes the importance of asking for specific documents, especially bank statements for all accounts, before diving into the bookkeeping process. The video aims to provide clarity and support for viewers looking to understand the initial steps in bookkeeping cleanup.
