02/19/2026
A good bookkeeper won't categorize your expenses without fully understanding *what* you bought and why.
To accurately categorize your business transactions, I normally need more info on expenses like:
→ Meals (who you were with, business purpose)
→ Travel (where you went, business purpose)
→ First-time contractor payments (info from their W-9)
→ Purchases over $2,500 (to determine whether to capitalize or not)
→ Any unusual/irregular expenses
I've got these bookkeeping boundaries in place for a reason, not to make your life harder, but to protect us both!