Simplify Back-to-School, Starting with Your Books

Back-to-school season is a whirlwind for early childhood programs; new students, updated schedules, and a rush of supply orders. In the middle of all that, it’s easy for your bookkeeping to get pushed aside.

But a little financial organization now can make the whole school year run more smoothly. Here’s how to keep things simple (and your books clean) during this busy season.

1. Organize Your Expense Tracking

Back-to-school often means a spike in supply and staffing costs. Keep receipts organized and code expenses as they come in to avoid a September backlog.

Pro Tip: Use QBO’s receipt capture feature to snap and upload receipts in real time.

2. Review Tuition or Program Fees

If your tuition or program fees have changed, make sure recurring invoices and payment schedules are updated in QBO.

Pro Tip: This is a great time to double-check payment methods and ensure auto-pay options are working correctly.

3. Prep a Monthly Check-In Routine

With the school year ramping up, you’ll want a quick monthly system to keep your books in check. Even 15 minutes a month can prevent year-end stress.

Pro Tip: Set a recurring calendar reminder for a brief bookkeeping review.

Next Steps: Want a stress-free fall financial plan?

TLG Financial Foundation helps early childhood programs simplify bookkeeping so you can focus on your classrooms, not your spreadsheets.

Book your discovery call with us today.