9. Five Tips to Stay Organized With Your Bookkeeping

Update: 2025-08-21

Description

In this episode, Aminder and Leah discuss five essentialtips for staying organized with bookkeeping. They emphasize the importance of establishing a regular bookkeeping routine, separating business and personalfinances, choosing the right accounting software, digitizing receipts, and regularly reviewing financial reports. These practices are crucial for effective financial management and can significantly ease the accounting process for business owners.

Takeaways

Setting a regular bookkeeping routine is essential.
Separating business and personal finances simplifiesbookkeeping.
Choosing the right accounting software can save time andeffort.
Digitizing receipts helps maintain organization and auditreadiness.
Regularly reviewing financial reports allows forproactive decision-making.
Using a calendar can help keep bookkeeping tasks ontrack.
Automating bookkeeping processes can reduce manualworkload.
Maintaining accurate records is crucial for taxpreparation.
Avoiding a shoebox full of receipts is a must.
Partnering with a professional can provide valuableinsights.

Chapters

00:00 Introduction

01:51 Tip 1 - Set a regular bookkeeping routine

05:04 Tip 2 - Separate business and personal finances

07:35 Tip 3 - Define the accounting software / systemthat fits your business

12:20 Tip 4 - Organizing and digitizing your receipts

14:37 Tip 5 - Review your financial reports regularly

Keywords:

bookkeeping, accounting tips, financial organization,business finance, bookkeeping routine, accounting software, financial reports, business expenses, tax preparation, financial management

Website: TheAccountingEdit.com

Aminder's Links

Website: sequoia-cpa.com

Instagram: @sequoiacpa

LinkedIn: linkedin.com/company/sequoia-cpa

Leah's Links

Website: orca-accounting.com

Instagram: @orcaaccounting

LinkedIn: linkedin.com/in/leahmccool

Resources

Checklist recommendations

- www.todoist.com