A guide to stay on top of your bookkeeping obligations

Bookkeeping checklist for sole traders and small businesses

Bookkeeping doesn’t need to be overwhelming.

Being organised and methodical with your bookkeeping will help you ensure that your books are up to date and that you understand your business’ financial position.

This bookkeeping checklist will help you complete bookkeeping tasks allowing you to make informed business decision to keep growing your business.

What is included:

• Daily tasks list
• Weekly tasks list
• Monthly tasks list
• Quarterly tasks list
• Annual tasks list
• Tools & resources

What our clients say:

It is always refreshing to engage with a highly skilled professional that can impart their knowledge to a client in a manner that is so very clear and supportive.

Steve

I highly recommend this service to anyone starting a business. Hana at Officiency helped me get started with my bookkeeping with great patience and understanding. She is very knowledgeable and a great teacher, giving you the confidence to get on with the work you love!
Felicity 

About the author:

Hana is a registered BAS agent bookkeeper with years of experience dedicated to helping sole traders and small business owners get the grips with their finances and setting up for success.
She helped many business owners to manage their bookkeeping processes, providing the knowledge, expertise, and confidence they need to manage their books.
Hana is also TPB member, ICB member, QuickBooks certified ProAdvisor, Myob partner and Xero certified advisor.