The Boutique Bookkeeper Show | Know Your Numbers & Prepare For Taxes

007. What Does "Doing Your Bookkeeping" Really Mean? Your Daily, Weekly & Monthly Bookkeeping Task List

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I’m guessing there are at least a few of you listening here where your bookkeeping routine consists of a year-end scramble where you’re just trying to pull all your numbers from your Shopify reports, Bank statements, and receipts. But, I also know that that routine often comes with some stress & worry that you’re doing things right, and you’re actually getting all the numbers that you need.

Instead of tackling a years worth of “bookkeeping” at once, today we’re going to be talking about what you should actually be doing on a daily, weekly & monthly basis to keep it from piling up and becoming this massive project that you actively avoid.

 

Ready to take your learning a step further?

Register for my Free Masterclass, Make Your Money Make Sense! Where you’ll learn how to understand where your money is going, avoid costly bookkeeping mistakes, and set up an easy to follow bookkeeping system.

Sign up now: www.findingfreedomfinancial.com/masterclass

 

Other Ways to Work With Me:

  • If you’re ready to just hand the numbers off to someone so you can stay in your own zone of genius, apply for one of our open client spots so we can take it off your hands. Don’t worry, we’ll send you your financial reports each month so you can feel confident in your numbers without doing the work yourself. Apply now by booking a coffee chat consultation at www.findingfreedomfinancial.com/contact
  • Need some guidance on how to do you own bookkeeping in Quickbook Online? Then check out Bookkeeping Made Simple for Boutiques, our signature course that walks you through the exact setup & process you need to implement for accurate and EASY bookkeeping all year long - no more tax time scramble! Enroll at www.findingfreedomfinancial.com/bookkeeping-basics-course
  • Are you a Shopify seller who’s not quite ready to invest in a bookkeeping software like Quickbooks? Don’t worry - I got you! I’ve created a custom Shopify Seller Income & Expense Tracker that you can use to easily enter each transaction coming in and out of your business, along with your sales data coming directly from Shopify to put together a standard P&L (Income Statement) that you can hand over to your tax preparer. Download your copy at www.findingfreedomfinancial.com/income-expense-spreadsheet

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    Prefer to learn while you read? Check out the blog post for this episode:

    https://www.findingfreedomfinancial.com/bookkeeping-task-list

     

    Related Episodes & Resources Mentioned:

    Bookkeeping Made Simple for Boutiques: www.findingfreedomfinancial.com/bookkeeping-basics-course

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    The Boutique Bookkeeper Show | Know Your Numbers & Prepare For TaxesBy Megan Schmitke | Bookkeeper & Bookkeeping Coach for Boutique Retailers