Weekly Bookkeeping Checklist for FreshBooks UPDATED скачать в хорошем качестве

Weekly Bookkeeping Checklist for FreshBooks UPDATED

If you're a small business owner using FreshBooks and want to finally feel confident about your bookkeeping—this is the video for you. Hi, I’m Kate Josephine Johnson, founder of Heritage Business Services, and I’ve updated my Weekly Bookkeeping Checklist to help you stay on top of your numbers with less stress and more strategy. https://heritagebusinessservices.com/... 🎯 In this video, I walk you through: The 10 essential weekly bookkeeping tasks for FreshBooks users -Common pitfalls to avoid (like invoice date mistakes and misusing expense categories) -The real power of the Accounting tab -My top tips for working smarter with project tracking, payroll, and reports -Plus: The optional “tidying up” section to take your books to the next level __________________________ Download the checklist + workbook here: 👉https://heritagebusinessservices.com/... 🛠️ The workbook includes practical guidance, links to additional videos, and smart keyboard shortcuts to make this all easier to implement. __________________________ Want more support? ✅ Sign up for my free monthly Q&A: https://heritagebusinessservices.com/... __________________________ 📧 Learn about FreshBooks Office Hours (weekly group support): Email operations@heritagebusinessservices.com with subject line: Office Hours ___________________________ Referral Links Mentioned in This Video: 🟢 Gusto (payroll for solopreneurs and S corps): https://gusto.com/r/kate2370 🔵 Relay (business banking + vendor W-9 collection): https://bankwith.relayfi.com/heritage... _________________________ 💬 Drop a comment if you'd like my printable FreshBooks keyboard shortcuts sheet! 👍 Like + Subscribe if this helped you. It really does support my channel and lets me keep making free resources for folks like you. Chapters: 00:00 Intro & Who This Video Is For 00:41 Why Bookkeeping Doesn’t Have to Be Overwhelming 01:13 Download the Checklist & Workbook 01:45 Assumptions Before You Begin 02:56 How the Checklist Mirrors the FreshBooks Menu 03:32 What This Video Won’t Teach 03:55 How to Work With Me (Training, Cleanups, Q&A, Office Hours) 04:35 Task #1: Invoices & Payments 05:10 Task #2: Expense Classifications 05:48 Task #3: Project & Time Tracking Tips 07:00 Task #4: Paying Yourself Properly 07:37 Task #5: Paying Contractors & Managing Bills 08:48 Task #6: Reimbursing Yourself for Home Office & Mileage 09:23 Task #7: Reconciling Your Bank Accounts 10:45 Task #8: Moving Money to Savings for Taxes 11:15 Task #9: Running Your Financial Reports 12:15 Task #10: Tidying Up (Optional Monthly/Quarterly Tasks) 12:53 Final Encouragement & Why This Matters 13:28 Outro & Your Next Steps