Our business is Bright Bookkeeping, run by my husband and me. We are a
remote Bookkeeping service handling day-to-day bookkeeping using
QuickBooks Online, primarily for Residential House Painters. I started
the business in 2007 after realizing I did not enjoy working for
others. Since it was just me in the business at the beginning (and I
am terrible at documenting processes), I kept everything in my head.
This was fine for a while.
Once the business was successful and completely remote, I realized we
could live anywhere and did not have to stay in the cold Chicago
winters. My dream was to live in Walt Disney’s Magic Kingdom, but
since they don’t actually let you live there, I picked the closest
town to it. In 2017, my husband (also an accountant) quit his 9-5,
came on board the company, and we built our first house in Winter
DOCUMENTING THE BOOKKEEPING PROCESS
The biggest problem we faced was getting all those processes I had
created out of my head and into some format ...