Episode Details

🔥 Checks + Chaos = Bookkeeper Magic 🔥

In this episode of Bookkeepers on Fire, Donna & Debbie dive into the beautiful madness of dealing with hundreds of checks and how to human-hack your way to automation without losing your mind.

💥 Spicy Highlights:

• CSV ➡ Excel ➡ Sassant — Turn bank feeds into streamlined imports like a wizard with a wand (aka: XLOOKUP).

• Automation by Human — Because sometimes the best “automation” involves spreadsheets, deadlines, and a splash of sass.

• Stop Guessing the Year — Learn how Donna handles check dating drama to save clients from tax headaches.

 ⚙️ Tools Mentioned: Excel, Sassant, Keeper, RightTool

 🎧 Listen now to spark your workflow 🔥

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