29d • Questions & Discussions
3 steps that helped me stay on top of bookkeeping even during tax season chaos...
3–5 Actionable Steps:
- Batch your work — set 1–2 days each month just for bookkeeping.
- Use automation — connect bank feeds to QuickBooks so transactions flow in.
- Review reports early — don’t wait until year-end; check P&L monthly.
- Keep receipts simple — snap/upload to a shared folder so nothing gets lost.
Simple Example/Template:👉 I scheduled the 1st Friday of every month as “Bookkeeping Day.” Clients know to send docs by Thursday, and my team processes everything within 48 hours.
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3 steps that helped me stay on top of bookkeeping even during tax season chaos...
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