Banking to Bookkeeping to Financial Decision Making

Here’s my thoughts on bookkeeping best practices with bookkeeping and working with banks and which reports can you use as tools to help your small business.

0:00 Intro 1:00 Lucas Pacioli (Father of Accounting and Bookkeeping)

3:00 Banking role in bookkeeping

10:00 Steve’s 8 checklist on good bookkeeping practices

17:47 How often should I reconcile?

19:05 Business Model Generation book recommendation

23:00 Chart of Accounts

24:04 Balance Sheet

32:02 Budgeting and Planning

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By Steve Chase|2021-11-24T16:44:44-06:00November 24th, 2021|QuickBooks Online|0 Comments

About the Author: Steve Chase

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.