Aug 1, 2025
DIY Bookkeeping Mistakes We See All the Time (And How to Fix Them)
The high-impact cleanups we run weekly—and simple habits that prevent them.
- Mixing personal and business spend. Fix: separate cards and owners draw rules.
- Ignoring uncategorized transactions. Fix: 10-minute weekly posting rhythm.
- No receipt images. Fix: require mobile uploads for all staff.
- Wrong sales tax settings. Fix: periodic review with your CPA.
Need a clean slate? We scope cleanups after a Health Review.