Bookkeeping Basics: How to Stay Organized Monthly (Simple Routine)

Jun 12

1 min read

A simple monthly bookkeeping routine helps you avoid surprises and stay ready for tax time.

Monthly routine

1) Upload receipts weekly 2) Reconcile bank/credit card accounts 3) Categorize transactions 4) Review profit & loss 5) Set aside money for taxes 6) Save reports in one folder

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