ReturnDeck guide
How to keep business records without making a mess
The minimum useful system
Keep one place for sales, one for costs, and one bank feed or statement you can reconcile against. Record transactions consistently and attach evidence while you still remember what the purchase was for.
Weekly beats yearly
Set a recurring 20-minute admin slot. Check uncategorised transactions, missing receipts, unpaid invoices and anything that looks personal or unusual.
Back it up
Whether you use a spreadsheet or accounting software, make sure records are recoverable and accessible for the period the rules require.
