12/22/2025
If you're a business owner who wants tax-ready bookkeeping by April... here's what you need to be doing NOW: ↓
1️⃣ Open up your bookkeeping software (or spreadsheet 👀) and find the last month that your bookkeeping was completely done. (We're talking about all transactions entered, everything categorized, and all bank + CC statements reconciled)
Found it? If it was in 2024, you might want to reach out!
2️⃣ Starting with the next month, it's time to enter + categorize all of your transactions. Linking your bank accounts to your bookkeeping software is an easy automation to get all those numbers entered, but you'll still need to double-check how an expense is categorized before you're done with this step.
For example, your software doesn't know that your Amazon expense from June was actually a personal expense, and you can't let it just assume that it was office supplies (it'll throw off your tax return!).
3️⃣ Finally, once everything is entered + categorized, you can reconcile your accounts!
This means making sure that the amount shown in your bookkeeping matches what's shown on your bank statement.
If you have a difference, you'll want to go line-by-line to find out what's missing (or entered incorrectly).
If you made it this far and you're totally dreading your bookkeeping, just click the link in our bio or shoot us a DM. We do FREE consultations!
🖥️ kricunconsulting.com
