Arise Bookkeeping

01/25/2026

Bad, unorganized, or forgotten bookkeeping can drain not only your business, but you too!

If you want to concentrate on RUNNING your business, let me deal with the books. Send me a message, [email protected]!

01/21/2026

Feel like something in the books are just a little off? Common bookkeeping mistakes usually show up through inconsistencies, missing information, or maybe it's numbers that just don't “make sense.” sooo here's some practical ways that you can tell if mistakes are happening!

1. Your bank balance doesn’t match your books

If your bank statement and bookkeeping balance differ AFTER reconciliation... uh oh. Often this is from;
- Missing transactions
- Duplicate entries
- Math or data-entry errors

(This is what I'd check first, it's the most common red flag.)

2. You’re guessing instead of knowing

If you can’t confidently answer how much cash you have, how much customers owe you, how much you owe vendors or taxes your records may be incomplete or inaccurate.

3. Uncategorized or “miscellaneous” transactions pile up

You might have too many transactions sitting in uncategorized or miscellaneous transactions which usually means transactions were skipped or classified incorrectly!

4. You’re not reconciling regularly

Please; Reconcile bank accounts monthly, and reconcile credit cards, loans.

Mistakes happen to the best of us, sometimes it's easy to overlook after a busy and stressful week. Been there! If you need help with your books, feel free to reach out to me at [email protected]!

01/19/2026

Small loose ends are easiest to fix early in the week and can save hours later!

Need help with the books? Send me a message or email at [email protected]!

01/17/2026

Accounts Receivable can be stressful! But, there's some ways you can make accounts receivable a little less stressful. Take a look!

1. Set Clear Credit Policies
Before invoicing, define who gets credit and under what terms. Some things that can help you set clear policies include;
- Approving customers before offering credit
- Set credit limits
- Define payment terms (Net 15, Net 30, etc.)
- Require deposits for new or high-risk customers

2. Invoice Accurately and Promptly
It's good practice to invoice immediately after goods/services are delivered. It's easier for your records if you send invoices electronically!

3. Monitor the A/R Aging Report Regularly
One of the MOST important tool for managing A/R is the aging report! Review it weekly if you can but at minimum monthly.

4. Follow a Structured Collection Process
This will make it so much easier to track different invoices effectively!

An example structure can look like this;
1-7 days overdue: Polite follow-up email/call
15-30 days overdue: Firm reminder + payment request
30-60 days overdue: Escalate

5. Offer Convenient Payment Options
Like a bank transfer, credit card or online payment portals.

01/10/2026

Why does good bookkeeping help make better business decisions?

1. Clear cash flow visibility
Good bookkeeping shows exactly how much money is coming in, going out, and when. So it helps you decide when you can afford to invest, when to cut back, OR whether you can hire or expand!

2. Better budgeting & forecasting
Accurate records reveal spending patterns and trends. You can set realistic budgets, predict slow periods, and plan growth without overextending

3. Confident pricing decisions
When expenses and margins are tracked properly, you know:
- Which products or services are profitable
- Where prices need adjusting
- What work is costing you money

4. Faster and smarter strategic moves
Clean books help you respond quickly to opportunities (new clients, equipment, partnerships, etc.) because you know your financial position.

01/06/2026

These are the most common bookkeeping mistakes small business owners make!

- Mixing personal and business
- Not keeping receipts or records
- Falling behind on bookkeeping
- Not reconciling accounts
- Misclassifying expenses (or other transactions!)
- Relying only on bank balance
- Neglecting tax obligations
- Waiting until tax time to organize books

01/04/2026

How can you manage your invoices better?

> Invoice immediately! It's easy for an invoice to slip your mind when the invoice isn't sent immediately.
> Use invoice numbers. This will making tracking *much* easier.
> Include payment terms. It will remove so much confusion!
> Track unpaid invoices. Review any outstanding invoices at least once a week! Better yet, follow up on any invoices before they become overdue.
> Keep digital invoices.

01/01/2026

12/30/2025

The end of December is coming up, and the New Year is almost here!! Here's your reminder to close up the books for the year.
- Record all income and expenses
- Categorize any missed transactions
- Reconcile your bank and credit card
- Review your financials
- Review accounts receivable & payable
- Lock the year
And now is a great time to back up financial records!

12/27/2025

The end of the month is coming up! Make sure to tie up any loose ends, and close those books.

12/26/2025

Profit and Loss statements are good for understanding your cash flow, but it doesn't always tell the whole story! There as some avenues that may be affecting your cash flow.

1. Owner draws
2. Credit card payments
3. PPE purchases
4. Sales tax and/or payroll tax payments
5. Accounts receivable (You might not have been paid yet!)
6. Loan principal payments