Catch up on your small business finances without feeling the overwhelm
Do your finances feel like a dumpster fire?
Listen on
Do your small business finances ever feel like a dumpster fire? This episode is going to be filled with simple and actionable steps to get your books cleaned up and back on track, and share ideas on how to keep you on track once you have done the work. These lessons and tactics can be used at any time in the year when you realize your bookkeeping has fallen to the wayside and needs a little TLC.
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Asses where you are in your small biz fianances
Do this FIRST: review your reports, get a feel of how many months are backlogged, and create a game plan for how you are going to tackle moving forward.
Here is what you need to do to have a successful business audit:
- Make sure you have access to your accounting software or spreadsheet
- Gather all the documents and statements need
- Grab my checklist to ensure you have remembered it all!
Break down each action into manageable steps for your small business
Think of catching up your books to cleaning your house. First, you need to pick everything up off the floor, then you need to dust, clean the kitchen and bathrooms, and finally vacuum the floors. Tackle one task at a time to avoid overwhelming yourself.
Spend time categorizing transactions, reconciling, and confirming all expenses and income are recorded.
Depending on how backlogged your bookkeeping has become, you may be able to get caught up in a day, or it may take you several weeks. Know that you are not in a race, and any step forward you take to getting your finances back on track is a step in the right direction.
Build a system that works for you + your small business
Go on, have a little party! Bask in this moment and remember how great it feels, not only to have the financial clarity, but also to have the burden of bookkeeping caught up!
Finances are not one size fits all, so the frequency of time will be different for everyone. Whatever you have to do, make it as enjoyable and as easy as possible.
THANK YOU TO BEYOND THE BOOKS: SMALL BUSINESS SUCCESS SPONSORS
Hey, I'm Lexi!
Small town mom, wife, and biz enthusiast! When I’m not nerding out over small business financials or recording my podcast, you can find me in the passenger seat of our Jeep or talking entrepreneurship over a cup of coffee.
My mission? To help service based business owners grow + scale with strategic planning and financial data so they can do what they love every dang day!
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