Air Date: Monday, November 2, 2026
Length: 13:39
https://open.spotify.com/episode/3X1U0pZaYrQqL5Qg53UDDd?si=kdIoj9x1Ty6wI8jCAgO5QA
Avoiding your bookkeeping software because you don’t want to see how far behind you are? This episode is a practical, no-shame reset for service business owners. Lindsey breaks down the avoidance loop, explains how to make a catch-up project smaller, and separates a useful first categorization session from a fully reconciled set of books.
In this episode:
- Why a backlog is a work problem, not a character flaw.
- How to choose one month and one manageable starting point.
- What to do with missing transactions, duplicates, and questions.
- Why recent-first review and chronological reconciliation serve different purposes.
- How to keep current work moving while you tackle older records.
- What to say when you’re ready to ask a bookkeeper for help.
One Thing to Fix This Week
Pick the most recent completed month and review and categorize that month. Flag unanswered questions instead of guessing.
Links and Resources:
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