Episode 2: Defining Bookkeeping, Clean-Ups,Catch-Ups, & CFO Services

Welcome to Episode 2 of The Accounting Edit!

In this episode of The Accounting Edit, Leah and Aminder break down what bookkeeping actually involves — and why it’s so much more than just data entry. From categorizing transactions to reconciling accounts and preparing accurate reports, they unpack the foundational elements that help small businesses stay financially healthy.

They also talk through common cleanup needs, the difference between monthly and quarterly bookkeeping, and where fractional CFO services come in for deeper strategy. Whether you're a business owner trying to stay organized or an accountant expanding your service offerings, this episode offers a practical (and honest) look at what good financial support should include.

What You’ll Take Away:

- What’s included in full-service bookkeeping

- How tools like QuickBooks and Xero make the work easier

- Why monthly support often beats quarterly check-ins

- How cleanups and catchups fix messy financials

- What fractional CFOs actually do

- Why strategic finance isn’t just for big companies

Thank you for listening!

Contact:

Website: TheAccountingEdit.com

Aminder's Links:

• Website: sequoia-cpa.com

• Instagram: @sequoiacpa

• LinkedIn: linkedin.com/company/sequoia-cpa

Leah's Links:

• Website: orca-accounting.com

• Instagram: @orcaaccounting

• LinkedIn: linkedin.com/in/leahmccool