📋 5 Bookkeeping Mistakes New Teams Make in Year One (And How to Avoid Them)

Feb 25

If you're handling finances for a small business as an office manager, assistant, or team member—bookkeeping may have landed in your lap without much training. That’s okay.

Here are 5 common mistakes we see (and how to fix them):

1. Mixing Business and Personal Transactions

Using the same card for lunch and client supplies?
✅ Tip: Keep business and personal expenses separate with a dedicated business bank account.

2. Guessing Expense Categories

Labeling everything as “Misc” or “Office Supplies”?
✅ Tip: Learn how to use consistent categories in QuickBooks for accurate reports and easier tax time.

3. Falling Behind on Reconciliations

If the bank balance doesn’t match QuickBooks, something’s off.
✅ Tip: Reconcile accounts monthly to catch missing transactions or errors early.

4. Forgetting to Track Receipts

Receipts piled in drawers = lost deductions.
✅ Tip: Use apps or upload directly into QuickBooks for clean, searchable records.

5. Not Asking for Help

You don’t have to know everything about bookkeeping right away.
✅ Tip: Join a community or get mentorship so you're not figuring it all out alone.

👥 The DBR Bookkeeping Skool Community Can Help

Whether you're new to QuickBooks or just want guidance, we support office teams with:

QuickBooks Online training
Monthly support and cleanup
Bookkeeping checklists
Coaching on how to build smarter systems
A community that gets what it’s like to manage someone else’s business books

📞 Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor:
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr

Let’s start Doing Business Right.

#BookkeepingHelp #OfficeManagerTips #TeamTraining #QuickBooksTips #DBRBookkeeping #DoingBusinessRight #SmallBusinessSupport #FinancialOrganization

Bryan Raya