Smart Books Monthly
October 2025
by Silvia Angelo
Welcome!
I'm Silvia and I'm so glad you're here. This newsletter is geared towards you, the small business owner. My goal is to help you feel confident managing your own books. Each month, you'll get simple tips on Quickbooks, organization, and how to run your business smoothly.
3 Small Steps to Keep Your Books on Track
Reconcile your accounts weekly. Compare your bank account to Quickbooks. Make sure to input any expenses and receivables.
Label your expenses clearly. When you buy supplies, write what they're for right on the receipt. If possible, write what work order it goes to.
Review your reports at least once a month. Take a few minutes to go over your Profit & Loss reports. This is one of the fastest ways to assess your profitability, track trends, and make strategic decisions.
Quickbooks Tips and Tricks
- Move tiles around to show reports you use most.
- Hide what you dont need.
- Add shortcuts for invoices or expenses.
Check back soon for dates on our Quickbooks Workshop