Are you tired of your monthly bookkeeping TAKING FOREVER to get done? That is the number one complaint I hear from small business owners I work with – it takes forever to get done!
The next complaint I hear is how they are unsure if the numbers being inputted are even right – which category do you choose, what if I invested my own money this month, what if I used my personal card to buy something, and so on.
Honestly, that’s where I come in. I have systems in place to make sure your bookkeeping is getting done right and in a timely manner. That way you have results back fast so you can make any adjustments needed to the next month – marketing tactics, raise prices, cut expenses, or whatever the case may be so you can make a profit. I also love teaching business owners how to read the monthly financial reports so they can run their business more efficiently.
But how do you get there when you’re not ready to hire a bookkeeper? Simple! You learn how to DIY your bookkeeping for now. I’ve decided to pull back the curtain and share the steps I take with my monthly clients (and my personal bookkeeping) to help you learn a better system.
In today’s video I’m sharing my four-step process to tackle your bookkeeping tasks in less time. You can watch the video online or down below:
See, it’s not that hard when you have a system in place. That’s usually my first step with new clients is creating a personalized system based on my four steps mentioned in this video. I have a free Bookkeeping Checklist that breaks down the tasks you should be doing each day, week, and month. But sometimes it’s nice just to remember the 4 R’s and move on.
If you need more help with QuickBooks Online for your business, then register for my FREE masterclass. It’s going to be full of step-by-step tutorials in QBO and tips on how to use it to run your business so you can start making money and stop feeling overwhelmed by it all.
Ready for more trainings? Watch my latest videos: