Surviving January as a Bookkeeper: Lessons & Strategies

January can be a stressful month for bookkeepers, but there are ways to make it easier! In this episode, Rachel Barnett reflects on what went well, what could improve, and how to simplify 1099 processing. She shares practical strategies, including W-9 collection tips, pricing structures, and the importance of setting boundaries for a smoother year-end. Plus, hear how blocking off time in December can set you up for success in January. Tune in and learn how to make next tax season better than before!

Episode Transcript

(00:01):
Hey, it's Rachel. You'veprobably noticed that I took a
pretty long break on thispodcast. I was excited, and I'm
still excited, and I was workingon it, but then things got crazy
at work, and then things gotcrazy in my personal life, and
then the holidays, and then theJanuary I don't want tos, and so
here we are in February, and I'mready to resume. I really like

(00:22):
this podcast. I like what we'vestarted with it, and I like
where we're going with it. I'vetalked to the team, and what
we've decided is that we canreally do a couple of fun things
with the podcast. So some of theepisodes we create will be
really short, and they'll beaccounting basics, and other
episodes, we'll be owning andoperating a bookkeeping
business. And I think it makessense, because we can have

(00:42):
business basics, some kind ofcoaching episodes based on
conversations that I see,conversations that I have. And
then lastly, what I want to dois start introducing accounting
concepts. I know there's a lotof stuff that you need to see it
to understand, but there's somestuff that you don't need to see
it, some stuff that I can justexplain verbally. Could be the
sort of thing that if you'reunclear on a concept, you could

(01:04):
go to that episode, hear me talkabout the concept for five or so
minutes and then just learnsomething that you didn't
already know. So I'm excited tobe resuming the podcast. You'll
be able to find it whereveryou're getting your podcasts, as
well as on the YouTube channel.If there's anything you'd like
to hear me cover either in thispodcast or on my YouTube videos
in general. Please don'thesitate to let me know. You can

(01:25):
comment on the YouTube video forthe podcast or you can send me
an email directly. My email [e-mail] thanks.