Section 1 - Instruction

You've learned the digital shoebox method for simple bookkeeping. Now let's practice implementing this system and avoiding common mistakes that can mess up your tech startup's financial tracking.

The goal is building habits that keep your finances organized without overwhelming you as you scale your startup.

Engagement Message

What's your biggest bookkeeping challenge right now?

Section 2 - Practice

Type

Multiple Choice

Practice Question

You're setting up your cloud folder system for your SaaS startup. What's the best way to organize your business receipts?

A. One big folder called "All Startup Receipts" B. Weekly folders: "Week 1", "Week 2", "Week 3" C. Folders by receipt amount: "Under $50", "$50-$200", "Over $200" D. Separate folders for each month: "2024-01-January", "2024-02-February"

Suggested Answers

  • A
  • B
  • C
  • D - Correct
Section 3 - Practice

Type

Swipe Left or Right

Practice Question

Match these tech startup activities with the correct tracking approach:

Labels

  • Left Label: Take Photo Right Away
  • Right Label: Add to Weekly Summary

Left Label Items

  • Just paid for new developer license at checkout
  • Bought lunch for potential investor meeting
  • Paid for conference ticket with credit card
  • Purchased startup books for the team

Right Label Items

  • Calculating total recurring subscription costs
  • Recording total monthly cloud infrastructure spend
  • Figuring out customer acquisition cost for the week
  • Reviewing overall weekly burn rate
Section 4 - Practice
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