Overcoming Bookkeeping Backlogs: 5 Practical Steps to Get Organized
In this episode of Balanced, host Stephanie shares a clear and empowering roadmap to help you finally tackle that dreaded bookkeeping backlog. Whether you’re months behind or just feeling scattered, this episode is packed with simple, actionable steps to get your financial records in shape and your stress levels down.
Stephanie breaks down five key strategies—from separating personal and business expenses to embracing digital tools and creating a sustainable routine. If you’ve been avoiding your books, this episode will help you gain the clarity and confidence to take control of your finances once and for all.
00:00 – Welcome to Balanced the Podcast
00:51 – The Common Struggle with Bookkeeping
02:30 – Step 1: Separate Business and Personal Finances
04:19 – Step 2: Gather All Your Financial Documents
05:58 – Step 3: Categorize and Track Your Income and Expenses
08:25 – Step 4: Reconcile Your Bank Accounts
10:02 – Step 5: Embrace Digital Tools and Set a Routine
12:29 – Final Thoughts and EncouragementPerfect For:
✓ Business owners behind on their books
✓ Freelancers looking to clean up their finances
✓ Entrepreneurs prepping for tax season
✓ Anyone who wants to feel more in control of their money
Links & Resources:
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Share this episode with a friend who needs a financial reset
Have a specific topic or tool you'd like to learn more about? Feel free to send me a DM with your tutorial requests.
You don’t have to stay buried in receipts and spreadsheets. Take the first step—get organized, get clear, and move forward with confidence. Let’s do this together.
Want more tips on balancing business and life? Follow me on Instagram for insights on bookkeeping, business, and everything in between!
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