User expresses frustration with disorganized records during tax season and requests a system or tool that helps small business owners keep their records organized throughout the year.
Tax season is hitting me hard right now. My CPA asked for a simple summary of my business income and expenses. Should have taken an hour to pull together. It's taken me three days so far and I'm still not done. Invoices scattered across my email. Expenses in my bank app. Receipts in a desktop folder and surely i am missing something. A spreadsheet I started last March and never finished. My CPA already warned me she'll need extra time to sort through whatever I send her. That's at least $200 extra I'm paying because I was disorganized all year. For those of you who have this figured out, what does your system look like? How do you keep everything organized so tax season doesn't feel like this? Tool, spreadsheet, folder system — what actually works for a small LLC owner who doesn't want to pay for a full bookkeeper?"