Find Zen in Your Bookkeeping Practice

It’s May 5th! You might be thinking about Cinco de Mayo. But when I hear it’s the 5th, I know it is time to get all my clients’ bank recs done. See, it’s part of my month end routine that I’ve had in place for close to 10 years now. It’s become second nature to me. (I explain the whole process in this article.)

But, I don’t want to talk about the exact month end process today. I want to talk about something much bigger. I want to talk about the benefit of having processes in your practice.

I want to talk about finding your bookkeeping zen.

A long time ago, I realized that in order to be efficient in my bookkeeping practice, I have to have repeatable systems in place. With repeatable processes comes freedom.

Freedom from anxiety about how to get something done because you already have a plan! Freedom from some major client headaches because you already know the steps you are going to take.

When you are starting out, it seems impossible to create these systems and workflows in your practice. I know I tried looking in a million different places for checklists or courses to help me get some structure in my bookkeeping practice. But, I didn’t find anything.

I had to create my own systems by observing the subtle patterns of the work I did and documenting that into something I could repeat each week, month, year, and so on.

Once I finally got those repeatable systems in place, I found my bookkeeping zen.

If you find yourself feeling behind or overwhelmed, then you need to find the time to create your own processes and workflows. You don’t want to burn out. Trust me, there is so much freedom in simply getting repeatable systems in place.

You can do this! You can find your bookkeeping zen too!

If you want help or guidance, I’ve put together two master courses that could help. My QuickBooks Online Cleanup Master Course will teach you how to price, organize, and complete that initial project with your client. And my QBO Month End Master Course will get you into a super-efficient monthly routine with each of your clients. Both will help you find that zen-like flow to your bookkeeping work.

Are you ready to find your bookkeeping zen?

If you are inspired to create a new system or repeatable process in your bookkeeping practice, I’d love to hear about your success. Just feel free to reach out and let me know what you created.

To your success!

P.S. Since I’m already in a zen world. Have you ever noticed how the QuickBooks logo is similar to the yin and yang symbol? The q and b are the same when you flip them upside down. Crazy, right?!

Share This Article!

Cathy Iconis

Cathy Iconis, CPA is the creator and facilitator of the weekly tweetchat #QBOchat and the website - a community for QuickBooks Online Users. She is also the founder of Iconis Group, an Intuit Top 20 Firm of the Future, that supports small businesses all over the United States with their bookkeeping needs. She is a five-time recipient of the prestigious CPA Practice Advisor 40 Under 40 Award, given annually to just 40 people nationwide.

Leave a Comment

You must be logged in to post a comment.

This site uses Akismet to reduce spam. Learn how your comment data is processed.