Keeping track of business expenses is a pain.

Got a million things to do, a big presentation, or some huge deadline.



Busy, busy, busy.

And you’re…

Doing everything but what you need to be doing.

Organizing whatever.

We’ve all been there.

Today I found stuff on my website that needed to be cleaned up. Not important. Not urgent. Not working towards my goal.

Take a deep breath and refocus.

Turn off everything and clear your desk except for what you need to do first.

I just dump files and books on the floor (it’s not going anywhere).

If the first thing to hit the floor is anything to do with money or financials, help is here.

Another deep breath, please.

First, let’s tackle the (tax) elephant in the room.

Your QuickBooks reports should give you most of the information you need for your accountant to do your taxes (and this is definitely not a DIY project!).

And since you read last month’s blog, you know what those reports mean.

But what about all those out-of-pocket expenses?

That trip to ____?

I’ve learned the hard way that it’s better to do it one bit at a time.

I keep a running Excel sheet (download it here). It’s not pretty, but soon as I have an expense, it goes on the sheet and the receipts get filed by month.

At the end of the year, I can sort it, total it and send it to my accountants.

No sweat.

Try it.

Copy, paste and tweak it to fit your needs.

It’s sooooo much better than trying to remember how much you dropped meeting a client for coffee last April.

And those lattes do add up.

If you need help with this or have any questions, contact me, I’m here to make it pleasurable, not painful (unless that’s the way you want it).

Sign Up for a Financial Report Checklist

— you’ll always know what you’re looking for and there’s a space for follow-up notes.