General Bookkeeping

10 bookkeeping tasks every business owner needs to make sure are being done

If you are a business owner who is also doing your own bookkeeping, I know you are BUSY! I’ve created a quick list to help you streamline what you should be doing at a minimum. Daily – Collecting receipts, invoices, and a record of all transactions taking place each day as well as having a …

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Bookkeeping Year-End Checklist for Small Businesses:

Enter all transactions incurred for year. Reconcile bank accounts (ensure all transactions are cleared, reconciled, or voided if duplicate/incorrect). Review Account Receivable Aging Report and send statements to customers with open balances. Review open balances on Accounts Payable Aging Report. Review contractors paid and file 1099’s as necessary. Create Profit & Loss Report and Balance …

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