The Importance of Staying on Top of Your Books

from The Tech Talk for Accountants Show · host Tech 4 Accountants

Excellence is not an act, but a habit. This is especially true when it comes to keeping your books clean. Adams Firm has seen that the best way to keep your books clean is to ask for clarity on uncategorized transactions once a week. This gives the client a touch point and allows the accountant to keep the books up to date. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

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This episode was published on October 14, 2022.

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