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Bookkeeping: Prep for Year-End Cleanup
Tip 1: Fix miscategorized expenses
Wrong categories distort reports and ruin tax planning. Fixing them now ensures accurate profit numbers. Clean data leads to clean decisions.
Tip 2: Verify loan balances
Banks, CPAs, and financial statements expect accuracy. Verifying balances keeps your liabilities correct. It also helps catch missed interest or principal errors.
Tip 3: Match deposits to invoices
Unmatched deposits confuse your AR positioning and misstate income. Matching everything now keeps your aging report clean. It also ensures customers are not contacted incorrectly.
Retirement Planning Made Easy
Building a retirement plan can be tricky— with so many considerations it’s hard to know where to start. That’s why we’ve put together The 15-Minute Retirement Plan to help investors with $1 million+ create a path forward and navigate important financial decisions in retirement.
Sponsoring the Cash Flow Chronicles today is ROKU!
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Even if you do not buy a product, subscribe, etc. this greatly supports our mission. Take 5 seconds today and check them out!
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Veteran business owner? Take command of your cash flow and tighten your financial systems. Join The Profit Platoon — a community built for Veterans.
