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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