For those who are doing their own books, do you have any tips for accounting? Specifically for reconciliations... Also, is there some Golden rule about not carrying over too much money in your operating account into the new year?

likehelpful
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Use Quickbooks not that it is the best but more people know how to use it when you get help. It will assist with bank reconciliation do not suggest using bank generated checks as difficult to match to the checks with the register. As for how much to carry over, not really relevant if S Corp or sole proprietorship taxed on the entire amount so it does not matter.

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Dm me for referrals in infosys.
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