Bookkeeping basics

Build a simple month-end routine

Ten minutes to stay on top of your books.

Ten minutes to close out the month and never face a year-end pileup.

  1. Clear your Needs review list.
  2. Snap any loose receipts.
  3. Glance at your Profit & Loss for the month.
  4. Jot down anything to ask your accountant.

What happens next — each month closes clean, and tax season stops being scary.