7 Ways To Make Bookkeeping Feel Less Like A Chore

Sarah Lenahan

7/24/20251 min read

Let’s face it—bookkeeping doesn't often top the “fun things to do” list. But when done with a touch of creativity (and maybe a little canine supervision), it becomes less about spreadsheets and more about storytelling.

Here are seven ways to turn the chore into a cheer-worthy task:

1. Create a Cozy Workspace

Surround yourself with calm: a plant, a candle, maybe your favorite playlist. Even numbers feel friendlier in the right atmosphere.

2. Use Clear Categories That Make Sense to You

Forget jargon. Rename your expense categories to reflect real life—like “Snacks for Meetings” or “Creative Fuel” instead of generic “Meals & Entertainment.”

3. Automate Whatever You Can

Set up recurring transactions, bank syncs, and automatic imports. Let the software do the heavy lifting while you sip tea.

4. Make It a Monthly Ritual (Not a Scramble)

Bookkeeping night: same time, same place, every month. Bonus points if it involves chocolate and your dog curled up nearby.

5. Celebrate Small Wins

Balanced your books without wanting to scream? That’s a win. Track progress and reward yourself—you’re running a business and managing your finances.

6. Use Tools Designed for Small Businesses

Forget bloated enterprise apps. Choose platforms that speak your language and suit your size. We love tools that are intuitive, transparent, and built with heart.

7. Know When to Call in Backup

You don’t have to go it alone. A supportive accounting team (hi! 👋) can turn confusion into clarity—without judgment or condescension.

Ready to tame your books with a bit more joy? We’d love to help.