Holiday cheer is in the air… but so is year-end cleanup season. The good news? December gives you a golden window to get organized and set 2026 up for success.
In this episode, Ashley and I walk you through the exact 5-step workflow we both use to prep our client books before the January chaos hits!
Whether you’re brand new to bookkeeping or you’ve survived a few tax seasons already, this episode will help you feel calmer, more organized, and totally in control as you head into Q1.
16:08 - Step 1: Using QBO Books Review
21:19 - Step 2: Reconciling the Balance Sheet
34:52 - Step 3: Reviewing Profit & Loss
44:40 - Step 4: Tax Mapping the Chart of Accounts
46:16 - Step 5: Closing the Books
Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com
**If year-end cleanup still feels overwhelming or you want the confidence and systems Ashley and I use to stay proactive all year long, come join us inside The Bookkeepers Training Circle: coachingbookkeepers.com/membership
About the Host:
I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!
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Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.
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