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A Checklist for Bookkeeping

By January 27, 2023February 9th, 2023Bookkeeping, Cash Management
A Checklist for Bookkeeping

 A checklist for bookkeeping.

What does that look like?

First of all, we recommend that you update your books no more than once a week with a checklist for bookkeeping. More than once a week is just a lot of unnecessary effort. We follow the Profit First system, so a lot of our clients and a lot of our recommendations also will fall into biweekly, every two weeks. 

Follow the outline below!

You will start with your weekly and bi-weekly tasks. Then move on to your monthly items followed by quarterly tasks. Then finally end your check with any annual tasks you need to take a further look at. 




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