The Small Business Bookkeeping Checklist

I’m here to make bookkeeping less cumbersome. Whether you’re ready to outsource it (you know I’d love to be part of your team!) or you’re looking for tips to DIY your bookkeeping, I’m here to share tips, organization tools, and motivation.

One of the biggest ways you can get your bookkeeping in order is to schedule regular meetings with your money. Because let’s be honest, if you don’t schedule it it’s not going to happen!

At minimum, you should be having these money meetings once a week. I personally love Finance Fridays. It’s the perfect way to recap your week and plan for the upcoming weeks activities. You can look over your bank account balance, verify all your invoices have been sent, review upcoming payments and pay bills, and plan your money making activities for the following week.

Every weeks meeting will look a little different based on the time of year, your business plans, and goals. I created this small business bookkeeping checklist to make sure the basics are covered and to help keep you and your finances more organized.

So without further adieu, let’s dive in…

While I hope this checklist is useful, I also want you to personalize it as necessary!

Do you need to count inventory? Or check the ROI (return on investment) on a new marketing tactic you tried? How often do you need to process payroll?

Every business is different, so feel free to adapt and make it your own! And if ever you have questions about the accounting in your business, don’t ever hesitate to reach out to me. I’m here to help!