Michael
e1f364f010
Pick up and finish yesterday's cut-off Tier B pass. - build/: PyInstaller scaffold (datatools.spec + launcher.py + hook-streamlit.py + README) — folder-mode bundle, locked 127.0.0.1, per-OS recipe - marketing/COPY.md: single source of truth for every customer-facing string — landing H1/sub/CTAs, demo CTAs, email subjects, Gumroad listing, banned phrases - marketing/community-posts/: 9 drafts (3 posts × 3 niches: bookkeeper, revops, shopify-pet) — story / tip / soft-offer - marketing/emails/: 18 drafts (Gumroad delivery + 5-touch onboarding × 3 niches), per-niche segmentation guidance - docs/NEXT-STEPS.md: flip 2.2 / 2.4 / 3.1 / 3.4 to done with pointers to the new assets; add Phase 0 inventory rows - .gitignore: narrow `build/` ignore so PyInstaller spec + launcher + hooks get tracked, only generated artifacts (build/build/, build/__pycache__/, build/dist/) stay ignored Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
1.3 KiB
Bookkeeper · Post 2 — Tip
Where to post: LinkedIn (your own feed), AAT/ICB Facebook groups, accountancy newsletters' "tip submission" inboxes.
Format: short, ~150 words. Practical. Reads as "thing I learned" not "thing I'm selling".
Title
The 30-second check that catches 90% of bank-export errors before they hit QuickBooks
Body
If you do client bank reconciliations, do this once before every import:
Open the export. Sort by amount. Scroll to the bottom. Look at the totals row.
Most banks add a totals row at the bottom of the CSV that isn't a transaction. If you import it, QuickBooks treats it as a real entry and your books are off by exactly the value of the totals row — usually a five-figure number that takes you 40 minutes to track down.
Same trick catches blank rows the bank inserts as section breaks (especially Wells Fargo, Chase, and most UK challenger banks). One sort, one scroll, two seconds of looking — saves the rest of your evening.
If you're doing this for 20+ clients a month and want to automate the whole pre-import scrub (this trick + ~10 others), I built a $49 desktop tool called DataTools that does it: datatools.gumroad.com. No subscription, runs locally so client data stays on your machine.
— {{your-name}}