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After 25 Years

After 25 years in bookkeeping, I know that numbers tell a story, but only experience helps you notice the unexpected details.

Today, those surprises meant clearing out duplicate transactions, sorting undeposited funds, finding unexplained changes in the ledger, and teaching clients the skills they need to manage their finances.

Now, after 25 years of learning the ins and outs of bookkeeping, I want to focus on what matters most. I’m excited to make this next chapter more meaningful by mentoring others and helping my clients gain clarity in their finances.

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Rules

This week, I introduced a client to one of QuickBooks’ most powerful but often overlooked features: Rules.

Rules can transform how you automate data entry. If you’re not using them, you might be missing out on saving time and keeping your records consistent.

So, why are QuickBooks Rules so important for today’s bookkeeping?

  1. Time Savings: Most businesses have recurring transactions like monthly subscriptions or regular merchant fees. Rules can automatically sort these, so you don’t have to enter them by hand.
  2. Consistency in Reporting: Rules make sure recurring transactions always use the same categories and payees. This keeps your reports consistent, makes your financial data more reliable, and helps with reviews and audits.
  3. The Cornerstone of Organization: Once you have a good Chart of Accounts, having a clear set of Rules is one of the best ways to keep your bookkeeping efficient and accurate.

If you want to make your process smoother and get cleaner books faster, set up your Rules today. This simple step can make a big difference for your business.