Financial Retrograde Reset™: How to Catch Up When Your Books Are a Mess

If your books are in chaos, you’re not alone. Falling behind on bookkeeping or taxes happens, and it doesn’t mean you’re bad at business. But instead of avoiding it, let’s reclaim control with a Financial Retrograde Reset™.

We think of this as a step-by-step method to resolve bookkeeping issues while being mindful of what we like to call The Tax Scaries.

We’ve seen it all… you paid someone to do your books and they didn’t do their job right, or you promised yourself you’d do it but got too busy, or maybe you just convinced yourself you’d get to it eventually and you’re the type of person who needs a sense of stress and pressure in order to get motivated and get things done. 

Whatever the reason, if your books are a mess, this is how we go about cleaning them up when we support our clients and you can steal our process below or just hire us to do it for you.

Financial Retrograde Reset™ Process

Step 1: Acknowledge and Assess

The first step in getting back on track is acknowledging where things stand. Avoiding your numbers won’t make the problem disappear, but facing them head-on is the first act of empowerment. Start by gathering all financial documents, bank statements, and receipts.

Step 2: Clean Up & Align

Messy books don’t fix themselves. Whether it’s untangling months of transactions, reconciling accounts, or ensuring everything is categorized correctly, a strategic cleanup is necessary. This is where having a professional can be a game-changer.

Step 3: Implement Systems to Stay on Track

Once your finances are back in order, the key is making sure they stay that way. Set up automated systems, schedule regular money check-ins, and work with a bookkeeper who aligns with your business goals. You don’t need to do it alone.

The Financial Retrograde Reset™ isn’t just about catching up—it’s about creating a foundation that supports future financial success with clarity and ease.

If you’ve been struggling to manage your books, or you had a bookkeeper who didn’t do as good of a job at it as you had hoped, we’re here for you. You can subscribe to our email list or schedule a free Discovery Call to learn more about what we do and how we do it.

Hey there! I’m Karen.

I'm the Founder & CEO of Sacred Money Inc., where I empower spiritually-minded entrepreneurs to heal their financial wounds and manage their money with confidence and grace.

We offer a unique blend of practical financial expertise, including bookkeeping and tax services, with trauma-informed coaching.

My work is here to guide you toward financial resilience and abundance. I'm passionate about transforming the way we think about money and integrating it with our values, pleasures, and spiritual practices.

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