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Steele Strategic Bookkeeping

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Corpus Christi, TX
Steele Strategic Bookkeeping

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Helping wellness professionals, therapists, and service-based business owners stay financially organized, build strong systems, and make confident decisions.
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Strategic bookkeeping support that aligns with your mission and fuels your growth.

10/30/2026

𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐬𝐭𝐚𝐭𝐮𝐬: 𝐈𝐭'𝐬 𝐜𝐨𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐞𝐝. 😂

Me: "Have you reconciled your accounts?"

Business owner: "Well... everything looks fine."

Me: "And when was the last reconciliation?"

Business owner: "Define 'last.'" 👀

No judgment here!

Your accounting software is a powerful tool, but like any relationship, it needs a little regular attention.

And sometimes... a professional to help work through the issues. 😉

10/28/2026

𝐘𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐬 𝐦𝐢𝐠𝐡𝐭 𝐛𝐞 𝐭𝐞𝐥𝐥𝐢𝐧𝐠 𝐲𝐨𝐮 𝐭𝐡𝐞𝐲'𝐫𝐞 𝐧𝐨𝐭 𝐫𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐭𝐚𝐱 𝐬𝐞𝐚𝐬𝐨𝐧. 𝐀𝐫𝐞 𝐲𝐨𝐮 𝐥𝐢𝐬𝐭𝐞𝐧𝐢𝐧𝐠?

We're approaching the end of 2026, and this is a good time to check the health of your bookkeeping.

Here are five signs your financial records may need some attention:

🔹 𝐘𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐡𝐚𝐯𝐞𝐧'𝐭 𝐛𝐞𝐞𝐧 𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐝.

Transactions may be missing, duplicated, or recorded incorrectly.

🔹 𝐘𝐨𝐮 𝐡𝐚𝐯𝐞 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬 𝐬𝐢𝐭𝐭𝐢𝐧𝐠 𝐢𝐧 𝐔𝐧𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐢𝐳𝐞𝐝 𝐄𝐱𝐩𝐞𝐧𝐬𝐞.

Those transactions need to be reviewed so your financial reports accurately reflect your business activity.

🔹 𝐘𝐨𝐮 𝐚𝐫𝐞𝐧'𝐭 𝐬𝐮𝐫𝐞 𝐡𝐨𝐰 𝐦𝐮𝐜𝐡 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐡𝐚𝐬 𝐞𝐚𝐫𝐧𝐞𝐝 𝐭𝐡𝐢𝐬 𝐲𝐞𝐚𝐫.

Your financial reports should help answer that question without requiring hours of detective work.

🔹𝐘𝐨𝐮'𝐯𝐞 𝐦𝐢𝐱𝐞𝐝 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐚𝐧𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬.

Those transactions need to be identified and recorded appropriately.

🔹 𝐘𝐨𝐮'𝐫𝐞 𝐦𝐢𝐬𝐬𝐢𝐧𝐠 𝐫𝐞𝐜𝐞𝐢𝐩𝐭𝐬 𝐨𝐫 𝐝𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧.

Supporting records matter, especially when questions arise about business expenses.

Here's the thing.

These situations don't automatically mean something is seriously wrong.

But they are signs that your books deserve attention before the year ends.

𝐆𝐨𝐨𝐝 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐭𝐚𝐱 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧. 𝐈𝐭'𝐬 𝐚𝐛𝐨𝐮𝐭 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐰𝐡𝐞𝐫𝐞 𝐲𝐨𝐮𝐫 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐬𝐭𝐚𝐧𝐝𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲.

Which of these do you think business owners struggle with most?

10/26/2026

𝐓𝐚𝐱 𝐬𝐞𝐚𝐬𝐨𝐧 𝐝𝐨𝐞𝐬𝐧'𝐭 𝐬𝐭𝐚𝐫𝐭 𝐢𝐧 𝐉𝐚𝐧𝐮𝐚𝐫𝐲. 𝐀𝐭 𝐥𝐞𝐚𝐬𝐭, 𝐢𝐭 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭.

It's the last quarter of 2026, and while many business owners are focused on finishing the year strong, there's something else worth thinking about.

Your books.

Because here's what I've learned over the years:

The businesses that experience less stress during tax season aren't necessarily the ones with the simplest finances.

They're often the ones that have kept their financial records organized throughout the year.

Think about it.

Would you rather spend January gathering documents, tracking down missing transactions, and figuring out why your accounts don't balance?

Or would you rather hand your tax professional accurate financial reports and know you've done your part?

𝐀 𝐥𝐢𝐭𝐭𝐥𝐞 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐧𝐨𝐰 𝐜𝐚𝐧 𝐩𝐫𝐞𝐯𝐞𝐧𝐭 𝐚 𝐥𝐨𝐭 𝐨𝐟 𝐟𝐫𝐮𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐥𝐚𝐭𝐞𝐫.

As we move through the final quarter, take a few minutes to ask yourself:

Are my books current, accurate, and ready for year-end?

If you're not sure, now is a good time to find out.

Because financial clarity shouldn't be something you scramble to achieve once a year.

It should be something you can count on all year long.

𝐇𝐨𝐰 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐟𝐞𝐞𝐥𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐬 𝐚𝐬 𝐰𝐞 𝐡𝐞𝐚𝐝 𝐭𝐨𝐰𝐚𝐫𝐝 𝐲𝐞𝐚𝐫-𝐞𝐧𝐝?

10/23/2026

𝐘𝐨𝐮 𝐛𝐞𝐜𝐚𝐦𝐞 𝐚 𝐭𝐡𝐞𝐫𝐚𝐩𝐢𝐬𝐭 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐩𝐞𝐨𝐩𝐥𝐞.

Not to spend your Friday night trying to figure out why QuickBooks and your bank account aren't speaking to each other. 😂

You can help clients navigate life's complexities...

But that $247.83 discrepancy?

That's a whole different kind of mystery. 🕵️

The good news? You don't have to solve every financial mystery yourself.

Your expertise belongs in the therapy room. Your bookkeeping deserves its own expert attention.

10/21/2026

🍂 𝐈𝐭'𝐬 𝐎𝐜𝐭𝐨𝐛𝐞𝐫. 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐑𝐞𝐚𝐥𝐥𝐲 𝐆𝐨𝐢𝐧𝐠 𝐭𝐨 𝐖𝐚𝐢𝐭 𝐔𝐧𝐭𝐢𝐥 𝐉𝐚𝐧𝐮𝐚𝐫𝐲 𝐭𝐨 𝐂𝐚𝐭𝐜𝐡 𝐔𝐩 𝐘𝐨𝐮𝐫 𝐁𝐨𝐨𝐤𝐬?

I get it. You've been busy running your business, serving clients, and juggling a hundred other responsibilities.

Bookkeeping keeps getting pushed to the bottom of the list.

You tell yourself, "I'll deal with it in January."

But here's something worth considering. 👀

Waiting until January doesn't make the bookkeeping mess disappear. It just carries it into a new year.

And by then, you may be dealing with:

❌ More months of transactions to sort through.

❌ Missing receipts and expenses you can barely remember.

❌ Duplicate or incorrectly categorized transactions that have gone unnoticed.

❌ Financial reports you can't confidently rely on.

❌ A scramble to get everything ready for your tax professional.

And here's what concerns me most.

You're making financial decisions during the final quarter of the year without necessarily knowing where your business stands.

Are you actually profitable?

How much cash do you need to set aside?

Are your expenses creeping up?

Can you afford that new hire, equipment purchase, or investment you've been considering?

Those are questions you should be able to answer *before* the year ends—not months afterward.

🌿 Here's my advice: Don't wait for January.

October is a great time to assess where your books stand, identify what needs attention, and start getting things back on track.

You don't have to fix everything overnight. But you do need a starting point.

Because catching up your bookkeeping isn't just about preparing for tax season.

It's about finishing this year with clarity and starting the next one with confidence.

💬 Be honest—are your books current, or is catching up still sitting on your to-do list?

10/19/2026

💡 𝐘𝐨𝐮𝐫 𝐁𝐚𝐧𝐤 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐬. 𝐁𝐮𝐭 𝐀𝐫𝐞 𝐘𝐨𝐮𝐫 𝐁𝐨𝐨𝐤𝐬 𝐑𝐞𝐚𝐥𝐥𝐲 𝐀𝐜𝐜𝐮𝐫𝐚𝐭𝐞?

You open QuickBooks Online, reconcile your bank account, and see that beautiful $0.00 difference.

Everything matches. You're done for the month! 🎉

Or are you? 👀

Here's something I want business owners doing their own bookkeeping to understand:

"A reconciled bank account doesn't necessarily mean your books are accurate."

When I'm reviewing a new client's QuickBooks file for a cleanup, I look beyond whether the bank accounts reconcile.

Why? Because transactions can clear the bank and still be recorded incorrectly.

Here are a few things I look for:

🔎 𝐋𝐨𝐚𝐧 𝐩𝐚𝐲𝐦𝐞𝐧𝐭𝐬 𝐫𝐞𝐜𝐨𝐫𝐝𝐞𝐝 𝐞𝐧𝐭𝐢𝐫𝐞𝐥𝐲 𝐚𝐬 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬. The principal portion should reduce the loan balance, while the interest is generally an expense.

🔎 𝐂𝐫𝐞𝐝𝐢𝐭 𝐜𝐚𝐫𝐝 𝐩𝐚𝐲𝐦𝐞𝐧𝐭𝐬 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐢𝐳𝐞𝐝 𝐚𝐬 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬. The purchases were already recorded. The payment should reduce the credit card balance, not create another expense.

🔎 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬 𝐦𝐢𝐱𝐞𝐝 𝐰𝐢𝐭𝐡 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬. These may need to be recorded as owner draws or distributions rather than business expenses.

🔎 𝐈𝐧𝐜𝐨𝐦𝐞 𝐫𝐞𝐜𝐨𝐫𝐝𝐞𝐝 𝐭𝐰𝐢𝐜𝐞. An invoice was created, but the customer payment was also added directly to an income account.

See the pattern?

The money moved through the bank, but the transactions didn't always end up where they belonged in QuickBooks.

And that matters because your Profit & Loss and Balance Sheet are only as reliable as the information behind them.

🌿 𝐓𝐢𝐩: After reconciling, take a few minutes to review your financial reports. Look for unusual balances, unexpected changes, or transactions that don't make sense.

Reconciliation confirms that transactions agree with your bank records. It doesn't confirm that every transaction was categorized correctly.

Your books should do more than balance.

They should tell you the truth about your business.

Have you ever reconciled your accounts and later discovered something was recorded incorrectly?

10/16/2026

"𝐖𝐚𝐧𝐭 𝐭𝐨 𝐦𝐚𝐤𝐞 𝐚 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 𝐟𝐚𝐥𝐥 𝐢𝐧 𝐥𝐨𝐯𝐞?" 🍂

Tell me:

"My accounts are reconciled."

"All my transactions are categorized."

"And yes, I kept the receipts."

𝐍𝐨𝐰 𝐓𝐇𝐀𝐓'𝐒 𝐫𝐨𝐦𝐚𝐧𝐜𝐞! ❤️

All joking aside, organized finances are a beautiful thing.

And with year-end approaching, there's no better feeling than knowing where your business stands financially.

Less time chasing receipts. More time enjoying everything you love about fall. 🍁☕

Tell me, business owners: Are your receipts neatly organized, or are they still playing hide-and-seek? 😂

10/14/2026

💡 𝐘𝐨𝐮𝐫 𝐁𝐚𝐧𝐤 𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐋𝐨𝐨𝐤𝐬 𝐑𝐢𝐠𝐡𝐭. 𝐁𝐮𝐭 𝐈𝐬 𝐘𝐨𝐮𝐫 𝐈𝐧𝐜𝐨𝐦𝐞 𝐎𝐯𝐞𝐫𝐬𝐭𝐚𝐭𝐞𝐝?

One of the things I look for when a new client comes to me for a QuickBooks Online cleanup is 𝐝𝐮𝐩𝐥𝐢𝐜𝐚𝐭𝐞 𝐢𝐧𝐜𝐨𝐦𝐞.

And it happens more easily than you might think.

Here's a scenario I often encounter:

✅ A business owner creates an invoice in QBO.

✅ The customer pays.

✅ The payment appears in the bank feed.

So far, so good.

But here's where things go sideways. 👀

Instead of matching the bank deposit to the payment already recorded against the invoice, someone clicks '𝐀𝐝𝐝' and categorizes it directly to an income account.

Now the same income has been recorded twice.

𝐎𝐧𝐞 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫. 𝐎𝐧𝐞 𝐩𝐚𝐲𝐦𝐞𝐧𝐭. 𝐓𝐰𝐨 𝐢𝐧𝐜𝐨𝐦𝐞 𝐞𝐧𝐭𝐫𝐢𝐞𝐬.

And if the original payment was never applied to the invoice, that invoice could still show as unpaid!

𝐖𝐡𝐲 𝐝𝐨𝐞𝐬 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫?

❌ Your Profit & Loss could show more revenue than you actually earned.

❌ Your Accounts Receivable could show customers owing money they've already paid.

❌ You could be making business decisions based on inaccurate financial reports.

𝐓𝐡𝐢𝐬 𝐢𝐬 𝐰𝐡𝐲 𝐚 𝐐𝐁𝐎 𝐜𝐥𝐞𝐚𝐧𝐮𝐩 𝐢𝐬 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐧𝐠 𝐛𝐚𝐧𝐤 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐬.

It's about tracing transactions, identifying what went wrong, and correcting the underlying issues.

When I review a client's books, I'm not just looking at how transactions were categorized.

𝐈'𝐦 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐬𝐭𝐨𝐫𝐲 𝐛𝐞𝐡𝐢𝐧𝐝 𝐭𝐡𝐞 𝐧𝐮𝐦𝐛𝐞𝐫𝐬.

🌿 𝐐𝐁𝐎 𝐐𝐮𝐢𝐜𝐤𝐓𝐢𝐩: If you invoice customers through QuickBooks Online, make sure payments are applied to the correct invoices and bank deposits are matched—not added again as new income.

Because 𝐚 𝐫𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐞𝐝 𝐛𝐚𝐧𝐤 𝐚𝐜𝐜𝐨𝐮𝐧𝐭 𝐝𝐨𝐞𝐬𝐧'𝐭 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐦𝐞𝐚𝐧 𝐲𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐬 𝐚𝐫𝐞 𝐚𝐜𝐜𝐮𝐫𝐚𝐭𝐞.

Have you ever discovered duplicate income in your QuickBooks?

10/12/2026

💡𝐐𝐁𝐎 𝐐𝐮𝐢𝐜𝐤𝐓𝐢𝐩: 𝐅𝐫𝐨𝐦 𝐈𝐧𝐯𝐨𝐢𝐜𝐞 𝐭𝐨 𝐏𝐚𝐲𝐦𝐞𝐧𝐭 𝐭𝐨 𝐁𝐚𝐧𝐤 𝐃𝐞𝐩𝐨𝐬𝐢𝐭 — 𝐀𝐫𝐞 𝐘𝐨𝐮 𝐑𝐞𝐜𝐨𝐫𝐝𝐢𝐧𝐠 𝐈𝐭 𝐂𝐨𝐫𝐫𝐞𝐜𝐭𝐥𝐲?

You sent the invoice. Your client paid. The money is in your bank account.

Sounds simple, right?

But here's where things can get messy in QuickBooks Online (QBO).

If you don't record each step correctly, you could end up with duplicate income, unpaid invoices that were actually paid, or deposits that don't match your bank statement.

Here's how to keep everything connected:

✅ Step 1: Create the Invoice

Go to + Create → Invoice.

Select your customer, enter the services provided, and save or send the invoice.

This records the amount your customer owes you.

✅ Step 2: Record the Payment

When your customer pays, go to + Create → Receive payment.

Select the customer, check the invoice being paid, and enter the payment details.

For payments you'll deposit later, select Undeposited Funds (also called Payments to Deposit) as the deposit account.

This marks the invoice as paid while keeping the payment ready to be included in a bank deposit.

✅ Step 3: Record the Bank Deposit

Go to + Create → Bank deposit.

Select the bank account receiving the money, check the payment(s) included in the deposit, and save.

💡 If you deposit several customer payments together, group them into one deposit so the total matches what appears on your bank statement.

✅ Step 4: Match the Bank Transaction

When the deposit appears in your bank feed, find the transaction and select Match to connect it to the deposit you've already recorded.

Don't categorize it as new income! Doing so could duplicate revenue already recorded through your invoices.

🌿 Why This Matters

Following the correct process helps you:

✔ Keep customer balances accurate

✔ Avoid duplicate income

✔ Make bank reconciliations easier

✔ Trust the numbers in your financial reports

The takeaway: An invoice, a payment, and a bank deposit are three connected steps—not three separate sales.

When your bookkeeping reflects the full journey of your money, you gain a clearer picture of your business finances.

10/08/2026

𝐒𝐨𝐦𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐜𝐨𝐥𝐥𝐞𝐜𝐭 𝐬𝐭𝐚𝐦𝐩𝐬. 𝐎𝐭𝐡𝐞𝐫𝐬 𝐜𝐨𝐥𝐥𝐞𝐜𝐭 𝐜𝐨𝐢𝐧𝐬.

Small business owners?

We collect receipts. 😂

In the glove compartment.

At the bottom of a purse.

In an email folder labeled "I'll Deal With This Later."

And occasionally, one mysterious receipt that nobody remembers.

Bookkeeping shouldn't require an archaeological expedition. 🕵️‍♀️

Here's your friendly reminder to give those receipts a proper home before they become ancient history.

Be honest... where's the strangest place you've discovered a business receipt?

Address

Corpus Christi, TX

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm

Telephone

+13612327178

Website

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