The Importance of Staying on Top of Your Books

The Tech Talk for Accountants Show
14/10/2022 2 min

Listen "The Importance of Staying on Top of Your Books"

Descargar episodio Ver en sitio original

Episode Synopsis

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.

More episodes of the podcast The Tech Talk for Accountants Show

Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry 05/08/2024
Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model 29/07/2024
Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method 22/07/2024
Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance 15/07/2024
Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference 08/07/2024
Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance 01/07/2024
Episode 371: Jackie Meyer - Tax Planning in the Digital Age 24/06/2024
Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports 10/06/2024
Episode 369: Melissa Miranda - Empathy-Driven Accounting 03/06/2024
Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI 01/06/2024
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA