Reconciling is unnecessary? Bank feeds are good to go? Software makes it easy?

Autumn is the very best time to engage a bookkeeper–especially if you need to get caught up on the current year’s bookkeeping. 

In September and October, we still have a few months left in the year, which gives us a fighting chance of getting your data reviewed, entered, reconciled, and analyzed before the busiest time of year for bookkeepers arrives–January.

As a bookkeeper, January is all about closing the old year, processing 1099s for your vendors, and making sure that your books are all ready for your accountant so they have time to file your taxes with minimal stress, making you an A+ client in their eyes.

In recent conversations with two early-stage bookkeeping clients, they collectively "found" $18,000. Yes, you read that right: $18k.

Categorizing is only the first step. Reconciliation ensures that all of your transactions are captured so you don’t miss tax deductions or over-report your income.