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Episode 9: What To Do If Your Bookkeeping Is Really Behind

Author
Lieah Torbert
Published
Mon 26 Jun 2023
Episode Link
https://lieah-torbert.mykajabi.com/podcasts/your-virtual-cfo-coach/episodes/2147980352

Falling behind on your bookkeeping can happen pretty quickly.


When you log into your QuickBooks file and you see that “99+ transactions pending” notice, it can be very stressful. Especially if you aren’t comfortable with bookkeeping in the first place!


Even so, you can take control of your bookkeeping and get things caught up, even if you’re more than a year behind!


Learn how in today's episode!



Additional Resources:



Connecting Accounts in QuickBooks:


https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/connect-bank-credit-card-accounts-quickbooks/L4yDAHMNH_US_en_US


 


Creating Rules in QuickBooks:


https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/set-bank-rules-categorize-online-banking-online/L0mjJl0nD_US_en_US?uid=lh57l872


 


Recording Payments in QuickBooks:


https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/record-invoice-payments-quickbooks-online/L4ZadDW7F_US_en_US?uid=lh583lrs


 


Recording Deposits in QuickBooks:


https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-deposits/record-make-bank-deposits-quickbooks-online/L2BBZOPdr_US_en_US?uid=lh583bk6


 


Don't want to do your own bookkeeping?


Let's chat!


Harrington Strategic Partners offers several bookkeeping packages and additional accounting services to help get you on track.


Check out our services here or schedule a call to learn more!


 


 


Your Virtual CFO Coach host: Lieah Torbert, CEO of Harrington Strategic Partners


 


Incorporating 20 years’ experience in the retail, oil & gas, automotive, and chemical manufacturing industries, I developed my proprietary growth system, the Cash Flow Ignition Method.


My system helps you build & implement a fully customized roadmap to achieving your business goals without sacrificing more of your personal time.


If you’ve ever found yourself wondering if there’s a better way to:



  • Have a financial strategy that drives profit, work/life harmony, expansion and retirement

  • Transition from the owner/operator of your business to the strategic CEO


 


Then it’s time for you to learn more about how the Cash Flow Ignition Method can help get you there!


 


 Take the Wheel of Your Destiny:


Shape the course of your business by adopting a Decisive CEO Mindset. Be the one confidently calling the shots, making choices that pave the way for growth and success.


 


 Run Your Operations Like a Well-Oiled Machine:


Imagine your cash flow as a high-performance engine. Make sure it runs smoothly with every part working together seamlessly. This is your Cohesive Cash Flow System, ensuring that your business stays fueled and ready for action.


 


 Design your Cultivated Success Blueprint:


Take charge of designing a roadmap that guides your journey to success. It's not a one-size-fits-all plan - it's a tailor-made strategy that aligns seamlessly with your business goals so you can transform your business into a high-powered machine, breaking through barriers and achieving what others say is impossible.


 


Learn more about Harrington’s services


Schedule your Cash Flow Optimization (CFO) call


 


 


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#virtualcfo #outsourcecfo #strategicplanning #ceomindset #cashflow #cashflowplanning #smallbusiness #servicebusiness #bookkeeping #bookkeepingservices #strategicgoals #businessgrowth #worklifebalance


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