Expense Tracking and Categorization

You know money’s going out—but where’s it actually going?

If your expenses are all jammed into one category (or worse, marked “Uncategorized”), your books aren’t giving you the full story. That’s where we come in.

Our Expense Tracking and Categorization service helps you understand what you’re really spending—and why it matters.

Where Is the Money Going?

You can’t manage what you can’t see. Whether it’s $15 for lunch or $1,500 for new equipment, we track and label every dollar so it lands in the right place.

Here’s what we handle:

• Pull in transactions from your bank, credit card, or receipts

• Match each one to the right category (supplies, marketing, travel, etc.)

• Split expenses when they cover multiple things

• Tag expenses by project, client, or location if needed

• Flag anything that looks off or unclear

• Keep your chart of accounts organized—not overwhelming

By the end of each month, your books will actually show where the money went, not just how much.

Why It Matters

If everything’s thrown into “General Expenses” or “Misc,” your reports are useless. When you categorize the right way, you can:

• See where you’re overspending

• Spot patterns that need fixing

• Know what to cut—or what to double down on

• Claim every legit deduction at tax time

• Make smarter decisions with real info

We had a client in Portland who thought they were spending about $500/month on software tools. After we cleaned up their expense tracking, it turned out they were closer to $1,300—and paying for some stuff they hadn’t used in months.

That cleanup saved them thousands a year.

Tax Time Becomes Way Easier

When your expenses are tracked and labeled right, your accountant won’t have to ask 100 questions during tax season. They’ll know exactly what’s deductible, and what isn’t.

No digging through bank statements. No trying to remember what that $327 charge was six months ago. It’s all already handled.

We Keep It Simple

You don’t have to remember what counts as “meals” vs. “marketing.” We do. You don’t have to know the IRS rules on deducting mileage or home office expenses. We’ve got that too.

We take your raw spending and turn it into a clean, organized picture. You just keep running your business—we’ll handle the labels.

Works With Any System

We can work inside:

• QuickBooks (Online or Desktop)

• Xero

• Wave

• Google Sheets (if that’s your thing)

We’ll match how you already work, or help you build a system from scratch if you’re starting fresh.

Seattle Roots, National Reach

We’re based in Seattle, and we work with clients in Portland, Memphis, and across the U.S. If your books are a mess or your categories don’t make sense, we can fix it fast—and keep it clean going forward.

Let’s Make Your Spending Clear

You don’t need to be an accountant to understand your business expenses. You just need a system—and someone who knows what they’re doing.

We’ll track it. We’ll sort it. You’ll finally see where your money’s really going.

Ready to clean up your expenses? Let’s get started.