Set up a bookkeeping system or spreadsheet

A bookkeeping system is just a reliable place where every dollar is recorded the same way every time. It doesn't have to be fancy — it has to be consistent, because consistency is what makes the numbers trustworthy.

Do this

  1. Use Bizer's Money module (or a simple spreadsheet) as your one source of truth.
  2. Set up a short list of categories that match how you actually spend.
  3. Record income and expenses in the same place, the same way, every week.
  4. Once a month, make sure the system matches your bank balance.

Bookkeeping Setup Checklist

  • Choose one system and stick to it (Bizer Money or a spreadsheet)
  • Create 8-12 spending categories that fit your business
  • Record every transaction in that one place
  • Reconcile against your bank once a month
  • Back it up / keep it in the cloud

More Bizer Academy lessons

Bizer
Loading…