Bookkeeping & The Power of a Checklist!

Updated: Nov 12, 2020



Every tax season we hear from clients asking us what are some of the best tips to help them manage their business financials on a regular basis.


And the answer is always, "follow the checklist"! With day to day business operations, answering calls, responding to emails and keeping up with social media; it is easy for the bookkeeping to start piling up.


However with a detailed bookkeeping checklist those daily, weekly, monthly, quarterly and annual bookkeeping tasks become more manageable.




As expected the responses vary from client to client, from those who choose to completely outsource their bookkeeping, to clients who prefer to be more hands on.


Wherever you may fall on the list, keeping up with even a few simple tasks can help your bookkeeper keep your books in order and help provide the necessary insight into the current health of your business.


Tackling some of the necessary tasks in a detailed bookkeeping check list can become a life saver.


Here are a few examples of the tasks normally included on a monthly bookkeeping checklist:



Following a detailed checklist can not only help increase productivity within your business, it also allows you to complete repetitive tasks more efficiently and more accurately.


And as you can imagine, efficiency and accuracy are necessities when managing your bookkeeping. A necessity that can help you to get more done during the day. Which is a benefit for all Small Business Owners.


To try our free checklist and resources CLICK HERE.



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