Episode Details

Hey friend! Got a shoebox, junk drawer, or Ziploc bag of receipts you've been avoiding? You're not alone, and that's not a you problem. In this episode, I'm back from an unplanned break (hi, I missed you! ) and walking you through a simple, step by step plan to catch up on your receipts without the overwhelm. Whether you're 6 months behind or 12, this is totally fixable.

In this episode, we chat about:

• Why opening the shoebox isn't the hard part (and why being behind doesn't make you a failed business owner)
• Step one: gathering everything from your purse, car, email, and that shoebox
• Why your bank statement is NOT enough proof (to an auditor, that Amazon charge could be office supplies or pajamas!)
• A calendar tip from my episode with tax expert Bethany to help you remember what those lunches and coffee chats were for
• What to do when a receipt is just gone
• How to match receipts to your bank statement or QuickBooks month by month (and double check your categories while you're at it)
• Why a photo of your receipt is totally acceptable, and actually safer than faded paper
• Bonus tip: attaching receipts in QuickBooks (optional, pick what works for your brain!)
• The 15 minute weekly habit that keeps the shoebox from coming back

Key takeaways:

• Your bank statement shows money moved. Your receipt shows what it was for.
• Missing receipts happen. Write a note, pair it with the charge, and move forward.
• Progress over perfection, friend!