Behind the Scenes: What I Actually Do as Your Bookkeeper
- Angie Coats

- Aug 16
- 2 min read
If you’ve ever wondered what a bookkeeper really does (besides “deal with numbers”), you’re not alone. Bookkeeping is one of those behind-the-scenes tasks that’s essential but often misunderstood.
So today, I’m pulling back the curtain on what I actually do for my clients — and how it keeps their businesses running smoother, smarter, and with way less stress.
💼 1. I Track Every Dollar In and Out: It’s more than typing numbers into software. I make sure:✅ Every transaction is categorized correctly✅ Personal and business expenses stay separate✅ Nothing gets missed or duplicated✅ Your books are audit-ready and tax-season smooth
Accurate records = better decisions and less stress when it’s time to file.
🧾 2. I Reconcile Your Accounts: Think of it like balancing a checkbook — but for your entire business. Reconciliation means your bank and credit card statements match your books. Why it matters?✔️ Catches errors and fraud✔️ Keeps balances accurate✔️ Gives peace of mind that nothing’s slipping through the cracks.
📊 3. I Prepare Reports You Can Actually Use: Numbers alone don’t mean much. That’s why I prepare clear reports like Profit & Loss Statements, Balance Sheets, and Cash Flow Summaries — so you can see how your business is really doing.
📅 4. I Keep You On Schedule: Behind the scenes, I’m sending reminders for deadlines, checking for missing transactions, and keeping everything compliant so your books stay neat and stress-free.
💬 5. I’m Here for Your Questions: I’m not “just” data entry. I’m your financial partner. Whether it’s:
How to deduct an expense
Cleaning up old records
Choosing a payment processor…I’ve got your back.
✨ Bonus: I Save You Time, Money & Sanity: Most of my clients tell me they:🌙 Sleep better at night📅 Dread tax season less (or not at all!)💡 Make smarter business decisions🙌 Wish they’d hired a bookkeeper sooner
And that’s exactly why I love what I do.
Ready to Hand Off the Numbers? If late nights with spreadsheets or “cross your fingers” tax prep sound familiar — you don’t have to do it alone.
📩 Let’s chat! I offer clean-up services, monthly bookkeeping, and ongoing support so you can grow with confidence (and less stress).


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