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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 š„ 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.
Hereās what youāll take away:
šĀ Undo & Redo:Ā When in doubt, wipe the slate clean. Re-import, categorize, and let rules do the heavy lifting.
š©āš«Ā Educate, Donāt Eliminate:Ā Most small biz owners mix personal and businessāitās normal. Teach them, donāt ditch them.
Ā šĀ Creative Clarity:Ā Show where the cash is going by creating mini P&Ls under āOther Expensesāāyes, including Disney trips š¢
⨠Ready to laugh, learn, and light up your bookkeeping world? Tune in now and get the full scoop!
š„ Join our Bookkeepers On Fire Community to connect š¤, collaborate š¬, and thrive š 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.
š„Donate with Venmoš„Ā Ā š„Donate with PayPalš„
#BookkeepersOnFire #QBO #BookkeepingTips #ClientCleanup #SmallBusinessHelp #ProfitWithPurpose
Ā
5
77 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 š„ 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.
Hereās what youāll take away:
šĀ Undo & Redo:Ā When in doubt, wipe the slate clean. Re-import, categorize, and let rules do the heavy lifting.
š©āš«Ā Educate, Donāt Eliminate:Ā Most small biz owners mix personal and businessāitās normal. Teach them, donāt ditch them.
Ā šĀ Creative Clarity:Ā Show where the cash is going by creating mini P&Ls under āOther Expensesāāyes, including Disney trips š¢
⨠Ready to laugh, learn, and light up your bookkeeping world? Tune in now and get the full scoop!
š„ Join our Bookkeepers On Fire Community to connect š¤, collaborate š¬, and thrive š 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.
š„Donate with Venmoš„Ā Ā š„Donate with PayPalš„
#BookkeepersOnFire #QBO #BookkeepingTips #ClientCleanup #SmallBusinessHelp #ProfitWithPurpose
Ā
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