5 Biggest Bookkeeping Mistakes in Year 4 of Business (Supporting Your Business Owner Starts Here)

If you’re part of the admin or office team, you play a vital role in keeping the business running smoothly. But by year four, the demands on the financial side often grow—and small mistakes can cause big headaches.

Here are the most common bookkeeping mistakes office staff make (and how to fix them):

1. Not Categorizing Transactions Properly

If you’re entering expenses but not sure where they go, it affects every report.
✅ Learn how to use QuickBooks categories the right way to keep reporting clean.

2. Falling Behind on Reconciliations

Delaying this task causes discrepancies.
✅ Schedule monthly reconciliations so nothing gets missed or duplicated.

3. Mixing Personal and Business Expenses

This often happens when receipts aren’t checked closely.
✅ Always verify purchase sources and tag accordingly.

4. Inconsistent Invoicing or Follow-Ups

Unpaid invoices = cash flow problems.
✅ Automate invoicing in QuickBooks and set reminders for follow-ups.

5. Not Asking for Help or Clarification

You don’t have to figure it all out alone.
✅ Bookkeeping training and mentorship are available to support you.

🎯 Want to feel more confident managing the books?

Book a free call with Dr. Bryan Raya, QuickBooks ProAdvisor, to get training and support:
👉 Book Here

Let’s start Doing Business Right.
#BookkeepingHelp #AdminSupport #OfficeManagers #QBOTraining #DBRBookkeeping #DoingBusinessRight #SmallBusinessSupport