222 ⎸ Hubdoc: Audit-Proof Your Business

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In this episode, I'm walking you through one of my absolute favorite tools for keeping your business audit-proof: Hubdoc. I'll show you exactly how we use it at Of Course Financial to help our clients manage their supporting business documents digitally, save hundreds of hours every year, and stay compliant with IRS requirements. Plus, I've got some exciting announcements about upcoming Xero tutorials, the Bookkeeping Biz Workshops re-airing, and our Black Friday sale!

In this episode you’ll hear:

• How Hubdoc automatically organizes receipts, invoices, and statements by vendor
• Step-by-step process for uploading, reviewing, and categorizing documents in Hubdoc before pushing them to Xero or QuickBooks
• Pro tips on avoiding duplicate entries and keeping your books clean while building an audit-proof paper trail

Resources mentioned in this episode:

• https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>

For creators:

Become a client at my firm, Of Course Financial >>

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit my website: ambitiousbookkeeper.com
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Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript**
• Buzzsprout**

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