Guides

Reconciliation, in plain English.

No jargon, no fluff — just clear answers to the bookkeeping questions freelancers and small businesses actually ask.

Bank reconciliation for freelancers: what it is and how to do it

Bank reconciliation is the process of checking that the income and expenses in your records match the transactions on your bank statement. For freelan…

5 min read

How to match receipts to bank transactions

To match receipts to bank transactions, line up each receipt with the statement line that has the same amount, a close date, and the same merchant. Wo…

5 min read

Getting ready for your accountant: a simple checklist

To get ready for your accountant, give them reconciled records: every invoice and receipt matched to your bank statement, expenses categorised, and a …

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