3 Steps to Finishing Your Bookkeeping

We all do it, but it isn’t pretty. Putting off tough tasks like bookkeeping can lead to stress, anxiety and overwhelm. 

Sometimes it’s not as simple as sitting down and getting it done, so here is a guide to help you take the stress out of your bookkeeping. 


1. Carve out 30 minutes to make a decision. 

To get yourself in the right mindframe, start your 30 minutes by clearing your desk and put on some soothing music. Focus at Will has a music selection designed to help you concentrate, or choose something from your library.

Take a few deep breaths with your eyes closed before you start.

Choose how you’re going to proceed with your bookkeeping:

a) Hire it out

b) Do it yourself

c) Do some of it and hire the rest out

Whether you decide to take on your bookkeeping yourself of hire it out depends entirely on you. If you’re new to business and spending the extra money on a bookkeeper isn’t in your budget right now, doing it yourself is the right choice for you. If you have the money and you’re too overwhelmed to take on another task, hiring it out is a good plan.

A compromise might be to sort all of your receipts yourself and then send them to a bookkeeper. The amount of money you will save will depend on the bookkeeper, so get quotes before you decide to go this way.


2. Decide the next steps.

a) If you are hiring out, get quotes from 3 or more vendors.

b) If you choose to do it yourself, find a resource to guide you. The free Sort Your Receipts for Taxes course will help you get through those receipts with quickly and painlessly.

c) If you’re going to do part of the bookkeeping yourself, call around for quotes to make sure you’re saving a sufficient amount of money, and then seek out a resource for the part you’re doing on your own. The Sort Your Receipts for Taxes course may be an excellent resource for you too. See the link above.


3. Follow Through

If you’re DIYing your bookkeeping, find a program to help you or find some books in the library. Schedule time in to get tasks done in small steps so that you don’t get overwhelmed. A rule of thumb is to schedule how long you think a task will take, and then double it. Yes, double it. 

If you’re hiring, schedule regular time to follow up on request for quotes. Set a deadline to have someone hired. Don’t forget to check up on their work.

4. Celebrate!

Don’t skip this one. Have a glass of champagne, treat yourself to a pedicure, or have an all out party and celebrate that you got your bookkeeping done. Don’t be the girl who forgets how much progress you’ve made. Celebrate you!


No matter which method you choose, you will feel much better for having pushed through and gotten your bookkeeping done. You’ll feel less stress and anxiety, and you’ll be able to concentrate on more fun aspects of your business. 

Let me know what you’ve been procrastinating on in the comments.


Bookkeeping Overwhelm

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