222 [1] YT ⎸ Hubdoc: Audit-Proof Your Business

The Ambitious Bookkeeper Podcast

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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
• Subscribe to my Newsletter ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper

Podcast Publishing Tools we use:

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

AFFILIATE DISCLAIMER

We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.

Get access to the Dubsado Decoded Private Podcast Series here>>

Fejezetek

1. Introduction (00:00:00)

2. Upcoming Bookkeeping Biz Workshops (00:00:48)

3. Black Friday Specials (00:01:35)

4. Hiatus Announcement (00:03:10)

5. Introduction to Today's Tutorial (00:03:26)

6. Importance of Bookkeeping Systems (00:04:12)

7. Introducing Hubdoc (00:05:09)

8. Setting Up Hubdoc with Xero (00:06:21)

9. Uploading Documents to Hubdoc (00:06:56)

10. Reviewing and Categorizing Documents in Hubdoc (00:08:05)

11. Final Steps and Next Video Preview (00:11:40)