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Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple.
I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.
Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year
You're not behind. You're building something real. And I'm so proud of you!
Here are the ways we can connect:
SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact
Learn: www.erikamillard.com
Email: [email protected]
Instagram: @erika_millard
Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping!
By Erika Millard5
5656 ratings
Want to know what to Review Before the Ball Drops? You can do this! If you're feeling behind or unsure what to look at before the year ends… you're not alone. This checklist is simple.
I've reviewed over 90 QuickBooks files so I know the exact spots people forget to check. This is about clarity, confidence, and giving January-You a calmer start.
Check That All Transactions Are Categorized Make Sure You Reconciled Every Month Look at Your Owner Pay for the Year Review Any Big Investments Check Estimated Payments + Get Your Final Number Ready Review Your Mileage & Receipts, Your Profit & Loss, and Your Balance Sheet Set Three Simple Financial Intentions for the New Year
You're not behind. You're building something real. And I'm so proud of you!
Here are the ways we can connect:
SIGN UP FOR EMAILS: https://erikamillard.myflodesk.com/podcast
Reach me: https://erikamillard.com/contact
Learn: www.erikamillard.com
Email: [email protected]
Instagram: @erika_millard
Free QuickBooks Next Steps Session call https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule
Take Home Target erikamillard.com/takehometarget
Mini Course- Get Comfy with Budgeting https://erikamillard.com/budget
Get Comfy with QuickBooks https://erikamillard.com/get-comfy-with-quickbooks
Don't forget to download the free Monthly Bookkeeping Checklist https://erikamillard.com/bookkeeping-checklist
I'm so excited to share my new freebie that will help you keep making smart decisions in your business : https://erikamillard.com/qbhealthcheck
Happy Bookkeeping!

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