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The Year-End Blueprint for Bookkeepers | Episode 20
Holiday cheer is in the air… but so is year-end cleanup season. The good news? December gives you a golden window to get organized and set 2026 up for success.
In this episode, Ashley and I walk you through the exact 5-step workflow we both use to prep our client books before the January chaos hits!
Whether you’re brand new to bookkeeping or you’ve survived a few tax seasons already, this episode will help you feel calmer, more organized, and totally in control as you head into Q1.
16:08 - Step 1: Using QBO Books Review
21:19 - Step 2: Reconciling the Balance Sheet
34:52 - Step 3: Reviewing Profit & Loss
44:40 - Step 4: Tax Mapping the Chart of Accounts
46:16 - Step 5: Closing the Books
Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com
**If year-end cleanup still feels overwhelming or you want the confidence and systems Ashley and I use to stay proactive all year long, come join us inside The Bookkeepers Training Circle: coachingbookkeepers.com/membership
--
I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!
Follow me on LinkedIn, Instagram, and YouTube!
Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.
Hosted on Acast. See acast.com/privacy for more information.
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By Lynn Talbott
4.8
44 ratings
Holiday cheer is in the air… but so is year-end cleanup season. The good news? December gives you a golden window to get organized and set 2026 up for success.
In this episode, Ashley and I walk you through the exact 5-step workflow we both use to prep our client books before the January chaos hits!
Whether you’re brand new to bookkeeping or you’ve survived a few tax seasons already, this episode will help you feel calmer, more organized, and totally in control as you head into Q1.
16:08 - Step 1: Using QBO Books Review
21:19 - Step 2: Reconciling the Balance Sheet
34:52 - Step 3: Reviewing Profit & Loss
44:40 - Step 4: Tax Mapping the Chart of Accounts
46:16 - Step 5: Closing the Books
Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com
**If year-end cleanup still feels overwhelming or you want the confidence and systems Ashley and I use to stay proactive all year long, come join us inside The Bookkeepers Training Circle: coachingbookkeepers.com/membership
--
I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!
Follow me on LinkedIn, Instagram, and YouTube!
Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.
Hosted on Acast. See acast.com/privacy for more information.