I’m Not Going to Judge Your Books. I’ve Seen Worse.
Your books are a mess. You know it. You’ve known it for a while.
That accounting course you took has nothing to do with real life small business bookkeeping. You know you need good numbers to make decisions with but you don’t know where to start … so you don’t. And you’re embarrassed about the mess behind the scenes.
But here’s something I’ve learned over 35 years in business and working with hundreds of small business owners: normal business owners have messy books. The ones who have it all together and actually know their numbers? They’re the exception, not the rule. So if your books are messy, just know you are normal — and in good company.
You’re not alone — and it’s fixable. It takes time to create your business systems and get them running smoothly — getting your bookkeeping systems in order is no different.
You’re not bad at business
Let’s get another thing clear: messy books don’t happen because you’re bad at business. You were busy making money and creating systems on the fly — and getting money in was a bigger priority than keeping it.
But putting your books off is costing you. And the scary thing is you really don’t know just how much. Money is bleeding out of your business. You hesitate on decisions. You’re guessing at pricing. The money you’re making is gone at the end of the month and you don’t know where it went.
But how do you get started?
Modern Tools, Simple Habits
With modern software, basic bookkeeping isn’t accounting. You don’t need to understand the debits and credits they teach in accounting classes or how to create journal entries — you need software that imports your bank data so you can sort it to create reports you can use.
Keeping things simple — one place money comes in, one place it goes out — that’s the first step. Complex businesses mean complex books. Keeping business and personal banking separate is another biggie. Most of the complexity I’ve seen comes from mixing business and personal transactions, collecting payment or paying bills on more than one platform, and paying bills in cash or by check.
Besides simplicity, I’ve learned that if I take five minutes each morning to keep my books in order, I actually know what’s happening with the numbers in my business. That’s what I call financial intimacy — and it changes everything about how you run your business. I know what the money came in or went out for — without hunting for receipts or taxing my brain trying to remember. I do it every morning, get a quick win for working on my business, and save money because I don’t forget those apps and subscriptions that steal money silently.
You can do this too. It’s not hard and it’s never too late to start.
Want the simple process I follow?
I put together a free Bookkeeping Workflow that walks you through exactly how to set this up — step by step, no accounting background required.
Grab the free Bookkeeping Workflow → [INSERT LINK]