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Why Summer Is the Smartest Season to Catch Up on Bookkeeping (Before Q4 Chaos Begins)

Jul 7, 2025 10:38:00 AM Kathy Dise Small Business, Financial Management, Bookkeeping, Profitability, small business bookkeeping, Online Bookkeeping Services, Cleveland Bookkeeping, Bookkeeping Companies, QuickBooks Bookkeeping Company, Non-profit Bookkeeping, Virtual Bookkeeper, Non-Profit Accounting, Quick Books Online, Bookkeeper, Quick Books Help, Quick Books Catch Up

Why Summer Is the Smartest Season to Catch Up on Bookkeeping (Before Q4 Chaos Begins)
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Summer bookkeeping

Summer: when the sun’s out, the iced coffee flows, and your QuickBooks bookkeeping is… still behind? Let’s fix that. 

While others are vacationing, smart small business owners and non-profits are using this golden window to get their financial house in order. Why? Because once Q4 hits, it’s a mad dash of tax planning, reconciliations, and regret.

Mid-Year = Prime Time for QuickBooks Catch-Up 

Now’s the perfect time to tackle your QuickBooks catchup. Whether you’re a non-profit juggling grants or a small business managing invoices, catching up now means fewer headaches later. Plus, it gives you a clear view of your financials so you can actually use them to make smart decisions. 

Budget Check, Financial Plans, and W9s—Oh My! 

Use this mid-year lull to analyze your numbers, check if you’re on budget, and adjust your financial strategy. It’s also a great time to chase down those W9s from your 1099 contractors—before they disappear into the Q4 black hole. 

Outsource Accounting, Reclaim Your Summer 

Don’t want to spend your summer buried in spreadsheets? We get it. That’s why outsourcing your bookkeeping service to BudgetEase is a smart move. We specialize in accounting services for small businesses and non-profits, and we make QuickBooks small business setup a breeze. Contact BudgetEase today—because life’s too short for bad bookkeeping, missed W9s, and year-end panic. 

Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.