5 Tips For Tackling Your Books

October 20, 2022

Don’t let your bookkeeping get away from you. We compiled some simple and easy ways for you to tackle your books regularly. When it comes to keeping up with your bookkeeping, be repetitive and disciplined with completing each task until it becomes a habit and part of your every day routine. 

Be consistent.

Consistency is key in most areas of life, but especially when it comes to your books. The number one recommendation we have for keeping up with your books is to be consistent with it. Sit down every single day to ensure the transactions for the day have been logged with details included and receipts attached. By simply working on your books a little bit every day, this will help greatly.  

Triple-check. 

Don’t forget to double and triple-check your work. Being lazy with your manual entries can result in errors, which will create a mess for your books. We all make typos, but reading over your work will ensure you catch any mistakes and correct the change before your books become messy. 

Be resourceful. 

There are infinite resources available - use them! Find a reputable website or source and utilize their provided resources for assistance with your books. There are blogs, how-to guides, video tutorials, and more available online, in addition to certified bookkeepers being only a call or email away. 

Set aside time. 

Be disciplined with scheduling time to work on your bookkeeping. For the entire designated amount of time, simply update your bookkeeping, review your work, and continue. Whether it’s thirty minutes or an hour every day, schedule this time and focus on nothing but your books. Making your books a daily priority significantly helps with keeping up with them. 

Use in trusted software.

Prioritize the safety and security of your bookkeeping by using a reputable software - it’s hard to maintain your books without the proper tools. While there are many out there, we recommend QuickBooks for small to midsize businesses. QuickBooks is an efficient and trusted way to maintain your bookkeeping.