Checks & Chaos
🔥 Checks + Chaos = Bookkeeper Magic 🔥
In this episode of Bookkeepers on Fire, Donna & Debbie dive into the beautiful madness of dealing with hundreds of checks and how to human-hack your way to automation without losing your mind.
💥 Spicy Highlights:
• CSV ➡ Excel ➡ Sassant — Turn bank feeds into streamlined imports like a wizard with a wand (aka: XLOOKUP).
• Automation by Human — Because sometimes the best “automation” involves spreadsheets, deadlines, and a splash of sass.
• Stop Guessing the Year — Learn how Donna handles check dating drama to save clients from tax headaches.
⚙️ Tools Mentioned: Excel, Sassant, Keeper, RightTool
🎧 Listen now to spark your workflow 🔥
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