5 Biggest Bookkeeping Mistakes to Avoid in Year 2 (For Office Staff & Admin Teams)

If you’re the one keeping the books (or wearing multiple hats), your role is critical to the success of the business — especially in year two, when things really start moving.

Here are five common mistakes office managers and admin pros should avoid when supporting business finances:

1. Still Mixing Personal and Business Transactions

Your boss’s coffee run should not be on the same card as client materials.
✅ Help set up and enforce a dedicated business bank account and credit card.

2. Uncategorized or Misclassified Transactions

Wrong categories = wrong reports = wrong decisions.
✅ Use software like QuickBooks Online to correctly categorize every expense and income stream.

3. Letting Invoicing Slip Through the Cracks

Late or missed invoices = lost revenue.
✅ Set up recurring invoices, track outstanding payments, and follow up consistently.

4. Not Reviewing Financial Reports Regularly

You can’t fix what you don’t see.
✅ Review the profit & loss statement and cash flow monthly with the owner or team lead.

5. Trying to Handle It All Without Help

You’re organized — but you don’t have to be the bookkeeper and the office manager.
✅ Tap into expert support to clean up QuickBooks and build systems that save you time.

📞 Book a Free Call

Need a cleanup or a second set of eyes? Schedule 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.
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