5 Biggest Bookkeeping Mistakes in Year 3 of Business (For Admins, Office Managers & Support Staff Who Handle the Books)

By year 3, your small business is growing—and so are the responsibilities on your plate. If you're the go-to team member for managing finances, avoid these common bookkeeping mistakes that can hold your business back.

1. Still "Figuring It Out" in QuickBooks

If you're self-taught and clicking your way through QBO, you're not alone—but that can lead to miscategorized transactions or duplicated data.
✅ Get proper training or support to do it right from the start.

2. Not Reconciling Monthly

Skipping reconciliation means the books aren’t accurate—and it’ll catch up to you at tax time.

✅ Set a monthly routine to compare QuickBooks to your bank/credit card statements.

3. No Consistent Expense Categories

Using inconsistent names or categories makes reporting messy and taxes harder.
✅ Use a standardized chart of accounts—and stick to it.

4. Letting Invoices or Bills Slip Through the Cracks

Unpaid invoices and late bills can damage cash flow and vendor/client relationships.
✅ Use reminders and automations inside QBO to stay on top of everything.

5. Trying to Do It All Alone

You don’t have to be an expert in everything. If you’re feeling overwhelmed, support is available.
✅ DBR Bookkeeping offers mentoring, QBO training, and monthly check-ins.

💬 Book a Free Call with Dr. Bryan Raya

Let’s review your books together and make your job easier.
👉 Book Here

Let’s start Doing Business Right.
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