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Leaving coding ‘because it’s always been done that way’
Is this you? You keep coding something the same way because it’s always been done that way — even though you’re not sure it’s right. Consistency feels safe, but repeating an early mistake just locks it in. The key is knowing when consistency helps and when it hurts.
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Avoiding merging or deleting accounts
Is this you? You avoid merging or deleting accounts because you’re worried it will mess up past reports. That concern is valid — some changes do affect history, but not all of them. Knowing what’s safe is what makes clean up feel possible.
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Creating new expense accounts
Is this you? You’ve created a new expense account in Xero or QuickBooks because none of the existing ones felt quite right. This usually isn’t about the expense — it’s about not being sure how detailed your Chart of Accounts really needs to be. More accounts don’t always mean better reporting.
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New classroom: the Cash Flow Debacle
Hi- if you have nothing to do over Christmas go through this. Cash Flow and what problems it can cause and how to calmly fix any issues. Let me know what you think or if you still have questions.
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Christmas Gift
🎄 Christmas Gift! I’m offering a FREE 1-hour consult for Xero or QuickBooks. Ask me anything — setup, clean-up, reports, whatever you need -book through my Stan Store before 24 December. https://stan.store/Upupandaway/p/christmas-specialfree-call-with-me
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