222 [1] YT ⎸ Hubdoc: Audit-Proof Your Business

Send us a text some links are affiliate links In this episode, I"m walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I"ll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I"ve got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale! In this episode you’ll hear:How Hubdoc automatically organizes receipts, invoices, and statements by vendorStep-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooksPro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trail Resources mentioned in this episode:https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep For experienced bookkeepers & accountants: Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >> Grab my FREE Start your Bookkeeping Biz Checklist >> Grab my FREE New Client Onboarding Templates >> For new bookkeepers: Learn the fundamental accounting skills in Katie Ferro"s Become a Bookkeeper** >> For creators: Become a client at my firm, Of Course Financial >> For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeper Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout** AFFILIATE DISCLAIMER We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority. Get access to the Dubsado Decoded Private Podcast Series here>>