The First 5 Things to Organize in Your Bookkeeping (Even if You’re Totally Behind)

09/07/2025 14 min
The First 5 Things to Organize in Your Bookkeeping (Even if You’re Totally Behind)

Listen "The First 5 Things to Organize in Your Bookkeeping (Even if You’re Totally Behind)"

Episode Synopsis

Overcoming Bookkeeping Backlogs: 5 Practical Steps to Get Organized In this episode of Balanced, host Stephanie shares a clear and empowering roadmap to help you finally tackle that dreaded bookkeeping backlog. Whether you’re months behind or just feeling scattered, this episode is packed with simple, actionable steps to get your financial records in shape and your stress levels down.Stephanie breaks down five key strategies—from separating personal and business expenses to embracing digital tools and creating a sustainable routine. If you’ve been avoiding your books, this episode will help you gain the clarity and confidence to take control of your finances once and for all.00:00 – Welcome to Balanced the Podcast 00:51 – The Common Struggle with Bookkeeping 02:30 – Step 1: Separate Business and Personal Finances 04:19 – Step 2: Gather All Your Financial Documents 05:58 – Step 3: Categorize and Track Your Income and Expenses 08:25 – Step 4: Reconcile Your Bank Accounts 10:02 – Step 5: Embrace Digital Tools and Set a Routine 12:29 – Final Thoughts and EncouragementPerfect For: ✓ Business owners behind on their books ✓ Freelancers looking to clean up their finances ✓ Entrepreneurs prepping for tax season ✓ Anyone who wants to feel more in control of their moneyLinks & Resources:  Subscribe to Balanced for weekly business & mindset tips  Share this episode with a friend who needs a financial reset  Have a specific topic or tool you'd like to learn more about? Feel free to send me  a DM with your tutorial requests. You don’t have to stay buried in receipts and spreadsheets. Take the first step—get organized, get clear, and move forward with confidence. Let’s do this together.Want more tips on balancing business and life? Follow me on Instagram for insights on bookkeeping, business, and everything in between!