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What do you do when your very first client hands you a tangled mess of uncategorized transactions and co-mingled accounts?
Welcome to real-life bookkeeping! On this đ„ Bookkeepers on Fire episode, Debbie & Donna break it all down with laughter, wisdom, and practical tips for every beginner (and pro!).
Listen in as we answer a question from a bookkeeper who just got their 1st client.
Hereâs what youâll take away:
đ Undo & Redo: When in doubt, wipe the slate clean. Re-import, categorize, and let rules do the heavy lifting.
đ©âđ« Educate, Donât Eliminate: Most small biz owners mix personal and businessâitâs normal. Teach them, donât ditch them.
 đ Creative Clarity: Show where the cash is going by creating mini P&Ls under âOther Expensesââyes, including Disney trips đą
 ⚠Ready to laugh, learn, and light up your bookkeeping world? Tune in now and get the full scoop!
đ„ Join our Bookkeepers On Fire Community to connect đ€, collaborate đŹ, and thrive đ with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
Join us here: Bookkeepers On Fire Community
Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.
đ„Donate with Venmođ„  đ„Donate with PayPalđ„
#BookkeepersOnFire #QBO #BookkeepingTips #ClientCleanup #SmallBusinessHelp #ProfitWithPurpose
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By Deb Kilsheimer & Donna Reade5
1010 ratings
What do you do when your very first client hands you a tangled mess of uncategorized transactions and co-mingled accounts?
Welcome to real-life bookkeeping! On this đ„ Bookkeepers on Fire episode, Debbie & Donna break it all down with laughter, wisdom, and practical tips for every beginner (and pro!).
Listen in as we answer a question from a bookkeeper who just got their 1st client.
Hereâs what youâll take away:
đ Undo & Redo: When in doubt, wipe the slate clean. Re-import, categorize, and let rules do the heavy lifting.
đ©âđ« Educate, Donât Eliminate: Most small biz owners mix personal and businessâitâs normal. Teach them, donât ditch them.
 đ Creative Clarity: Show where the cash is going by creating mini P&Ls under âOther Expensesââyes, including Disney trips đą
 ⚠Ready to laugh, learn, and light up your bookkeeping world? Tune in now and get the full scoop!
đ„ Join our Bookkeepers On Fire Community to connect đ€, collaborate đŹ, and thrive đ with like-minded professionals who are passionate about bookkeeping, accounting and business growth.
Join us here: Bookkeepers On Fire Community
Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.
đ„Donate with Venmođ„  đ„Donate with PayPalđ„
#BookkeepersOnFire #QBO #BookkeepingTips #ClientCleanup #SmallBusinessHelp #ProfitWithPurpose
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