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The Basic Bookkeeping Checklist

The beginning of a new year is the perfect time to look at your business processes and procedures, and have a think about whether there might be ways to improve your bookkeeping efficiency. It’s so easy to get distracted and so busy with everything else that goes on with running a business; but investing time into these procedures can potentially allow you more time to spend in your business, doing what you love.

To make things easier for you, we’ve created a basic bookkeeping checklist that will help you know what tasks need to be done daily, weekly, monthly, quarterly, and annually. 

Daily

Weekly

Monthly

Quarterly

Annually

We note that this is a basic checklist, there may be more or less tasks that you will be required to complete for your business.  For advice relating to your personal situation or any questions regarding these tasks, please do not hesitate to contact our office on 07 4151 8898.

Lauren Bird | Bookkeeper | The Money Edge | Bundaberg

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