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.

We help Raleigh business owners get their books organized and make better financial decisions. Custom packages start at $200/month.

Ready to tidy up your books and make decisions faster?