Bookkeeping
DocGenie blog posts in the Bookkeeping category.
Posts in Bookkeeping
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BookkeepingQBO bank feeds vs. source statements: why you can't reconcile from a feed
The #1 question we hear from bookkeepers on every discovery call: the honest answer involves keeping the feed, not replacing it.
Michael Apr 22, 2026 · 6 min read -
BookkeepingThe 20% tax: where the bookkeeping week actually goes
Industry surveys and our own firm interviews put 20–30% of every bookkeeping week on document collection. Here is where those hours come from, and what gets them back.
Michael Apr 15, 2026 · 5 min read -
BookkeepingPre-accounting software: what it is and where it fits
Pre-accounting is the document collection step that sits upstream of QuickBooks or Xero. It's the part most practices haven't automated. Here's what the category covers and where it fits.
Michael Jun 23, 2025 · 5 min read -
BookkeepingThe best way for bookkeepers to collect client bank statements
Most bookkeepers cycle through five different ways to collect client bank statements before settling on one. Here's an honest look at each, in order of friction.
Michael May 26, 2025 · 6 min read -
BookkeepingWhat automation has changed about bookkeeping
Bookkeeping moved from paper ledgers to cloud-native workflows in two decades. The next shift, automation of the document collection step, is already in production at the practices that adopted it early.
Michael Mar 17, 2025 · 5 min read -
BookkeepingStreamlining a bookkeeping workflow: what to automate, in what order
Streamlining isn't about adopting more tools. It's about putting them in the right order so each one stops bottlenecking the next. Here's the priority stack for a small practice.
Michael Feb 17, 2025 · 5 min read -
BookkeepingHow to optimize a bookkeeping workflow
Most bookkeeping workflows have one obvious bottleneck: manual document collection. Removing it produces gains that compound across reconciliation, reporting, and client work.
Michael Jan 20, 2025 · 4 min read -
BookkeepingBookkeeping mistakes that come from manual document collection
Most bookkeeping errors trace back to a small set of root causes upstream of where the work gets done. Four mistakes that disappear once document retrieval is automated.
Michael Jan 6, 2025 · 5 min read -
BookkeepingDigital accounting: benefits, best practices, and tools that actually work
Most accounting practices have moved off paper. The remaining gap is the document collection step. Here's what changes when the workflow finally goes fully digital.
Michael Dec 9, 2024 · 5 min read