Preparing for a Bookkeeper: How to Get the Most Out of Your Money

Hiring a bookkeeper can feel like a big leap, especially if you’ve been DIY-ing your finances or flying by the seat of your pants. But the truth is, bringing in a bookkeeper isn’t just about catching up. It’s about leveling up.

Whether you’re ready to hire or just wondering what it takes, here’s how to prep like a pro and make the most of your investment.

1. Don’t Panic if it’s not Perfect

Spoiler alert: We expect a little mess. That’s kind of the job. You don’t need a perfect spreadsheet or a pile of perfectly labeled receipts. You just need to be honest about what’s going on so we can get clarity together.

2. Know Your Goals

Are you trying to get out of debt? Grow your business? Finally understand where all your money’s going? Having clarity on your why helps your bookkeeper tailor everything to your specific goals, not just general bookkeeping rules.

3. Gather the Goods

Here’s what helps us hit the ground running:

• Business bank statements (last 3–6 months)

• Any spreadsheets or financial tracking you’ve been using

• Access to QuickBooks or other accounting software (if applicable)

• A list of recurring expenses or monthly obligations

4. Ask Questions (Seriously!)

A good bookkeeper will never make you feel dumb for asking questions. This is your money. We’re just the guide. Want to know why a category matters or how something’s calculated? Ask away. We’re here for education and support, not just number crunching.

5. Be Open to a Fresh System

Sometimes the way you’ve been doing things isn’t wrong—but it’s not efficient either. Part of prepping for a bookkeeper is being open to better ways to track, organize, and plan. We want systems that support you, not stress you out.

Bonus: What You’ll Get in Return

• Confidence in your numbers

• Less time spent stressing over spreadsheets

• A clear path to your goals

• Peace of mind you can’t put a price tag on

Not sure where to begin?
The Sunrise Series is the perfect first step. This is a gentle, judgment-free way to get clarity on your numbers and start fresh.

How to Create a Budget That Actually Works for You

Let’s be honest. Budgets get a bad rep. Most people think of them as restrictive, boring, or something that reminds them of what they can’t do.

But a budget that works for you isn’t about punishment. It’s about clarity, confidence, and giving your money a job that supports your life.

Here’s how to create a budget that actually sticks, especially if you’ve tried (and ditched) a few before.

1. Start Where You Are, Not Where You Wish You Were

We’re not building the “perfect budget.” We’re building a real one. Start by tracking what you’ve already been spending for the last month or two. No shame. No guilt. Just data. This gives you a foundation that reflects your current habits, not some Pinterest ideal.

2. Define Your Budget Personality

Some folks love spreadsheets. Others need visual boards, cash envelopes, or app alerts. Are you detail-oriented or big-picture focused? ADHD-prone or hyper-organized? Choose a format that fits your brain, not someone else’s.

3. Focus on Your Values, Not Just Your Bills

Your essentials matter. But so do your joys. A good budget balances survival spending (like rent and groceries) with values-based spending (like music classes for your kid, weekend coffee dates, or future travel). When your budget reflects your why, it’s easier to stick to.

4. Leave Room for Flexibility

Budgets fail when there’s no wiggle room. Build in a cushion for surprise expenses and life’s curveballs. (Pro tip: label it “Life Happens” so it feels like a built-in safety net, not a failure.)

5. Adjust and Check-in

Your first budget isn’t your final budget. Revisit it monthly, especially after big life shifts. Progress doesn’t look like perfection. It looks like small, consistent tweaks that keep you aligned.

Bonus: Not Sure Where to Start?

That’s what I’m here for. Whether you need a spreadsheet that actually makes sense, a debt payoff plan, or just someone to sit with you and figure out the numbers, I’ve got you!

Check out my Scaled Back Package or ad4bal.com/shop for more services I can help with.

You deserve a budget that brings peace, not pressure.

5 QuickBooks Tips Every Small Business Owner Should Know

If QuickBooks feels overwhelming, you’re not alone. The truth? It doesn’t have to be scary—it just needs to be set up right. Whether you’re new to QuickBooks or still kicking the tires, here are 5 essential tips to make your life a whole lot easier.

1. Use Bank Rules Like a Boss

Tired of manually categorizing the same Starbucks runs and software subscriptions? Bank rules are your new best friend. You can set QuickBooks to auto-categorize recurring expenses, saving you hours (and your sanity).

2. Reconcile Monthly—Not Yearly

Waiting until tax season to reconcile your accounts? That’s a fast track to panic. Take 10–15 minutes each month to match your bank and credit card statements to what’s in QuickBooks. It’ll keep your records clean, your CPA happy, and your future self out of spreadsheet purgatory.

3. Customize Your Chart of Accounts

The default accounts in QuickBooks are fine, but your business deserves better. Streamline your reports by customizing your Chart of Accounts to reflect your income and expenses—not generic guesses. It’ll make insights way easier to pull.

4. Memorize Reports You Love

Do you have a favorite report format you keep tweaking? Good news: QuickBooks lets you save custom reports so you don’t have to reinvent the wheel. Just memorize it (literally—it’s a button), give it a name, and access it anytime.

5. Don’t DIY Forever

There’s no shame in starting small and learning as you go—but at some point, QuickBooks gets more powerful when paired with an expert. Whether it’s a monthly check-in or a full setup overhaul, getting a bookkeeper involved can save you time, money, and a whole lot of frustration.

Bonus: Need help with setup or clean-up?

That’s what I do. From custom spreadsheets to QuickBooks cleanups, I help small businesses get (and stay) organized—with a little heart, a lot of ethics, and zero judgment.

Let’s connect if you need help getting started or want a second set of eyes on your books.