Hey friend! Got a shoebox, junk drawer, or Ziploc bag of receipts you've been avoiding? You're not alone, and that's not a you problem. In this episode, I'm back from an unplanned break (hi, I missed you! !💗) and walking you through a simple, step by step plan to catch up on your receipts without the overwhelm. Whether you're 6 months behind or 12, this is totally fixable.
**In this episode, we chat about:**
- Why opening the shoebox isn't the hard part (and why being behind doesn't make you a failed business owner)
- Step one: gathering everything from your purse, car, email, and that shoebox
- Why your bank statement is NOT enough proof (to an auditor, that Amazon charge could be office supplies or pajamas!)
- A calendar tip from my episode with tax expert Bethany to help you remember what those lunches and coffee chats were for
- What to do when a receipt is just gone
- How to match receipts to your bank statement or QuickBooks month by month (and double check your categories while you're at it)
- Why a photo of your receipt is totally acceptable, and actually safer than faded paper
- Bonus tip: attaching receipts in QuickBooks (optional, pick what works for your brain!)
- The 15 minute weekly habit that keeps the shoebox from coming back
**Key takeaways:**
- Your bank statement shows money moved. Your receipt shows what it was for.
- Missing receipts happen. Write a note, pair it with the charge, and move forward.
- Progress over perfection, friend!
**Resources mentioned:**
- Episode with tax expert Bethany https://open.spotify.com/episode/1vmpdtSvhEn4jXAZuBe9OI
- Want someone else to tackle the shoebox? DM me on Instagram: @erika\_millard & let's chat!
**Have a receipt question?** DM me on Instagram: @erika\_millard !💬
