Use formal accounting software

A spreadsheet gets you started, but as the work grows it starts to crack — numbers get missed, reports take hours. Formal accounting software keeps your books accurate automatically and gives you real reports in seconds.

Do this

1. Pick small-business accounting software (QuickBooks, Xero, Wave) and connect your business bank account.
2. Set up your categories (chart of accounts) — keep it simple to start.
3. Let transactions import and categorize them weekly.
4. Connect it to Bizer so your Money picture stays in one place.

Accounting Software Setup Checklist

• Choose your software (QuickBooks / Xero / Wave)
• Connect your business bank and card feeds
• Set up a simple chart of accounts
• Import the last 3 months and categorize them
• Set a weekly 15-minute bookkeeping block