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In this video, Donna Brown from DB Tech Solutions discusses preparing for the 2023 tax season by getting organized with bookkeeping. She emphasizes the importance of maintaining accurate records to reduce stress during tax time. Donna introduces an incoming expenses report template that requires Microsoft Excel and offers to provide prior year versions upon request. She walks viewers through the first tab of the template, highlighting sales and other essential components. The tutorial aims to help viewers streamline their financial recording process, enabling them to focus more on their business.