The Bookkeeping Tasks You Need In Your Small Business

By Meredith Rines, MBA, CFP® on November 4, 2019

Are you tired of walking in circles month-after-month? Maybe you’re not really sure what bookkeeping tasks you need to be doing. Maybe you don’t know when you need to do them. Plus, the idea of sitting down for hours to tackle your financials just seems too much to handle. Then you need a guide. A map that tells you what tasks to do, when to get them done by and a list that you can cross off of.

That’s where the Bookkeeping Checklist comes into play. This handy-dandy bookkeeping task list will help you create a system. A system for your small business that you can easily stick with. This no-nonsense map will cut down the time you spend each month on your bookkeeping. Plus, it will give you the confidence you’re lacking when it comes to your numbers.

In today’s video I’m walking you through how the Bookkeeping Checklist is broken down by time period and not just specific tasks. That way you can easily schedule the few minutes you need here and there to get it all done.

You can watch the video all about bookkeeping tasks online or down below:

Tweet this video.

This is the system I use in my business and what I use with my clients. I spend about 15 minutes a week on these tasks and another 15 minutes at the end of each month – that’s it. That means you can, too! Which is perfect so you can spend more time working on income-producing projects or passion projects and less time worried about your financials. In the video, I mentioned how you can easily schedule in a few minutes a day to tackle all of these items. Plus, I shared how you don’t even need the full desktop version to knock them off.

If you’re ready to learn how to utilize The Profitable Money System – how to tackle your monthly bookkeeping in under 30 minutes a month then you need my 3-Part Framework Masterclass. Sign up for free!

Also, if you need more help then be sure to check out last weeks’ tutorial on how the FOUR R’s are the perfect compliment to the Bookkeeping Checklist.

Be sure to check out these posts to grow your business: