How do you use bookkeeping and accounting to grow your business? Are your reports such that you have no idea what they mean? When you need to crunch numbers, do you die a little inside? This podcast is meant to help entrepreneurs become powerful business leaders. We believe that excellence and entrepreneurship is the ultimate rebellion.
Why Automated Categorization Is Not a Cleanup — What the Tool Doesn't Do | Books and Backbone
Just because your bookkeeping software has categorized every transaction doesn't mean your books are accurate.
In this episode of Books & Backbone, Donna Harris of Bookkeeping Made Simple explains the difference between automated transaction categorization and a genuine bookkeeping cleanup.
Learn why bank reconciliations, balance sheet reviews, and accounting judgment still matter—even when you're using QuickBooks Online automation. Donna also discusses common mistakes involving loan payments, transfers, receivables, payables, and owner transactions.
You'll leave with three practical questions to help determine whether your financial statements are reliable enough to support business decisions.
Part of our October series: Don't Let 2026 Follow You Into 2027.
Need help getting your books back on track? Schedule a complimentary 20-minute Financial Clarity Call at https://mysimplebookkeeping.com/contact (https://mysimplebookkeeping.com/contact).
Website: https://mysimplebookkeeping.com (https://mysimplebookkeeping.com)
Office: 801-692-0032
Donna's new personal finance book, From Broke to Bankable, releases October 20.
Hosted by Donna Harris, MBA, MAcc, founder of Bookkeeping Made Simple LLC.
13 Oct 2026
What a Legitimate Catch-Up Engagement Actually Involves | Books and Backbone
What does it really take to catch up months—or years—of neglected bookkeeping?
In this episode, Donna Harris, owner of Bookkeeping Made Simple, walks through the professional catch-up bookkeeping process, from identifying the starting point and gathering records to reconciling accounts, investigating discrepancies, and correcting errors.
Learn why entering transactions isn't the same as producing accurate books, what causes cleanup projects to become complicated, and what business owners should expect from a legitimate bookkeeping engagement.
If your QuickBooks records are behind or your financial reports don't seem right, this episode explains why getting caught up is only half the job. Getting the numbers right is what matters.
Visit https://mysimplebookkeeping.com (https://mysimplebookkeeping.com) to schedule a Financial Clarity Call.
Books & Backbone delivers practical financial guidance for small business owners who want clarity, control, and confidence in their numbers.
12 Oct 2026
Catch-Up Bookkeeping Is Not the Same as Current Bookkeeping | Books & Backbone
Getting nine months behind on bookkeeping doesn't simply mean you have nine months of transactions to enter. Each unreconciled month can carry problems into the next.
Donna Harris, MBA, MAcc, explains what legitimate catch-up bookkeeping actually involves: establishing a reliable starting point, reconciling accounts period by period, investigating discrepancies, correcting balance-sheet errors, and rebuilding financial statements you can actually trust.
Because January doesn't fix December's books—and categorization isn't the same thing as cleanup.
Need help getting your books caught up?
Book a Financial Clarity Call: mysimplebookkeeping.com/contact
Bookkeeping Made Simple: mysimplebookkeeping.com
Office: 801-692-0032
Books & Backbone is hosted by Donna Harris, MBA, MAcc, founder of Bookkeeping Made Simple.
From Broke to Bankable releases October 20.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
3.7 / 5
3 ratings
Contact Bookkeeping Made Simple
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
