Monthly Bookkeeping Checklist

Do not attempt to do your own bookkeeping without first reading this checklist.

Download the checklist and find out IF YOU’RE DOING IT CORRECTLY.

(best for new businesses that have just started a business and don’t know where to start)

 What you’ll learn with this checklist:

What things that you MUST be tracking each month so that you can see your PROFIT.

How NOT to be stressed when it comes to tax time and you have no financial reports for your accountant (yikes!)

How to set up your system correctly and easily from day one without buying software first.

About

 
 

Hi! …

My name is mary and i’ve been in business for over 12 years. I started out working as a bookkeeper part time in NYC for a small business and then watched it grow into a multi-million dollar business in just a few short years.

Seeing that growth close up taught me way more than just bookkeeping skills and it also inspired me to create my own small business.

So, a few years later I did just that.

When I went out on my own to start my Bookkeeping business, I had two core values in mind…

I wanted time freedom and money freedom.

I wanted to have more than enough of both so that I could live comfortably and stress free.

And I achieved that. You know how I achieved that?

With a systematic approach to bookkeeping from the very start.

You might be thinking, “but bookkeeping isn’t that important when i’m trying to launch my business. I’ve got social media to focus on and services to provide to my clients”.

But bookkeeping is like the report card for your business.

Without bookkeeping, how will you know…

  • what your profit is each month

  • what your can afford to pay yourself

  • if you’re making enough to hire a team and scale your business

  • if you’re able to travel to events and conferences, etc.

You won’t know unless you get your bookkeeping set up and locked in place from the start.

Don’t make the same mistake that I see so many small business owners making.

They’re 3 years into their business and they have no books. What??? 

They have no idea what their making each month beyond looking at their bank account. 

They’re crazy stressed about tax time (rightfully so).

And they are stressed because they’re in the dark about the health of their business. Yikes!

If you want to really build a successful business that is going to provide you income to support you and your family then you need a bookkeeping system inplace from the start.

And I would love to help you get that set up.