Checks & Chaos

Bookkeepers On Fire

Jan 29, 2025•7 min•Ep. 74

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Episode description

🔥 Checks + Chaos = Bookkeeper Magic 🔥

In this episode of Bookkeepers on Fire, Donna & Debbie dive into the beautiful madness of dealing with hundreds of checks and how to human-hack your way to automation without losing your mind.

💥 Spicy Highlights:

• CSV ➡ Excel ➡ Sassant — Turn bank feeds into streamlined imports like a wizard with a wand (aka: XLOOKUP).

• Automation by Human — Because sometimes the best “automation” involves spreadsheets, deadlines, and a splash of sass.

• Stop Guessing the Year — Learn how Donna handles check dating drama to save clients from tax headaches.

⚙️ Tools Mentioned: Excel, Sassant, Keeper, RightTool

🎧 Listen now to spark your workflow 🔥

🔥 Join our Bookkeepers On Fire Community to connect 🤝, collaborate 💬, and thrive 🚀 with like-minded professionals who are passionate about bookkeeping, accounting and business growth.

Join us here: Bookkeepers On Fire Community

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#BookkeepersOnFire #ChecksAndChaos #AutomationHacks #SassantMagic #SpreadsheetQueen #QBOPros #BookkeeperLife #WorkSmarter

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