Feeling Overwhelmed by Your Finances? Start Here.
If you’re staring at your business bank account wondering where the money went — you’re not alone. Whether you’re just getting started or years into running your business, financial overwhelm happens. But the good news? There’s a way through it.
You don’t need to be a CPA to understand your finances — you just need a plan.
Step 1: Face the Numbers
The first step is simple (but not always easy): log in and look.
Open up your bank account and your bookkeeping software (QuickBooks Online is our go-to). Even if it’s messy or outdated, getting a clear picture is better than avoiding it.
Step 2: Categorize Your Spending
Not knowing where your money goes is one of the biggest stressors for entrepreneurs. Go through your last 30–60 days of transactions and start sorting:
Office expenses
Subscriptions
Client costs
Meals & travel
Personal (if they’ve been mixed in)
Use QuickBooks categories or create your own simple spreadsheet.
Step 3: Set Up a Weekly Finance Routine
Money management doesn’t need to take hours. Block off 30 minutes a week for:
Checking your income and expenses
Sending out invoices
Reconciling your bank account
Reviewing your Profit & Loss
Consistency is what creates clarity — not perfection.
Step 4: Get Help Where You Need It
If your books are a mess, your invoices are behind, or your stress level is sky-high — you don’t have to do it all alone.
Hiring a bookkeeper isn’t admitting defeat. It’s taking control. A financial pro can get your QuickBooks in order, help you avoid costly mistakes, and free you up to focus on what you do best.
FAQ
Q: I haven’t looked at my books in months. Where do I even begin?
A: Start with your bank and credit card statements. Then, review your bookkeeping software (or spreadsheet) to see what’s missing or messy.
Q: What’s the best tool for managing small business finances?
A: QuickBooks Online is our favorite. It automates a lot of the heavy lifting and keeps things organized.
Q: Do I really need a bookkeeper?
A: If your financial stress is affecting your business or peace of mind, the investment in a bookkeeper is worth it.
Q: Can I schedule a call to get help?
A: Yes! Let’s talk. You can book a free 30-minute consult here:
👉 https://calendly.com/dbrbookkeeping/30-minute-zoom-consultation-call
Let’s start Doing Business Right!
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