Tips & Best Practices

Monthly Bookkeeping Workflow with TraceEntry

Streamline your monthly bookkeeping process using TraceEntry. Learn an efficient workflow for processing client bank statements, categorizing transactions, and delivering clean reports.

Preparing for Tax Season: Categorization Best Practices

Get your transaction categorization tax-ready. Learn best practices for organizing expenses, identifying deductions, and preparing clean records for tax filing.

Handling Mixed Personal and Business Transactions

Learn how to identify and properly categorize personal expenses in business accounts. Best practices for maintaining clean books and avoiding tax issues.