Intro
- Relatable opening about how most business owners start with good intentions, but bookkeeping quickly becomes overwhelming.
- Quick reassurance: mistakes are common, but they’re also fixable.
Mistake #1: Mixing Personal and Business Expenses
- Why it’s a problem: messy records, tax headaches.
- How reconciliation helps: keeps everything separated and accurate.
Mistake #2: Skipping Monthly Reconciliation
- Why it’s a problem: bank errors, double charges, or missed payments slip through.
- How reconciliation helps: catches mistakes before they snowball.
Mistake #3: Misclassifying Transactions
- Why it’s a problem: inaccurate Profit & Loss reports, tax filing issues.
- How reconciliation helps: forces you to review and categorize correctly.
Mistake #4: Ignoring Outstanding Invoices & Payments
- Why it’s a problem: poor cash flow visibility.
- How reconciliation helps: shows what’s still unpaid or uncleared.
Mistake #5: Waiting Until Tax Season to “Figure It Out”
- Why it’s a problem: rushed clean-ups, missed deductions.
- How reconciliation helps: keeps books tax-ready all year.
Closing
- Quick recap: most mistakes can be avoided with consistent reconciliation.
- Encouragement: You don’t have to do it alone.
Call to Action
- “If your books are giving you stress or you’re not sure where to start, I can help. I specialize in QuickBooks clean-ups, monthly categorization, and reconciliation. Book a consultation today and let’s get your finances back on track.”