Accounting experience behind the guides
I have about 10 years of accounting experience and oversee multiple manufacturing companies as an Accounting Manager. My work includes job costing, inventory, multi-entity accounting, and payroll. I work with QuickBooks Online, QuickBooks Desktop Enterprise, Sage 50, and Macola Progression.
My articles cover the records, checks, and follow-up that turn everyday activity into reports you can use. The templates I create give those routines a place to live, from weekly transaction review to the first close for a new client.
Read more about my background or view my LinkedIn profile.
Bookkeeping guides by Courtney
- Business Expense Tracker Spreadsheet: A Simple Setup
Set up a business expense tracker spreadsheet that keeps everyday spending, receipts, and review questions easier to manage.
- Bookkeeping Workflow Checklist for a More Consistent Client Month
A practical bookkeeping workflow checklist for defining the work, collecting records, closing the month, and following up with clients.
- Bookkeeping Checklist for Small Business Owners
A practical weekly, monthly, quarterly, and year-end bookkeeping routine for keeping small-business records current.
- Bookkeeping Pricing Structure: How to Build Yours
A practical framework for setting scope, choosing a pricing model, and quoting bookkeeping work without guessing.
- Month-End Close Checklist for Small Businesses
Follow a month-end close checklist to reconcile accounts, check balances, review financial reports, and keep your small business books current.
- Bookkeeping Client Onboarding Checklist
A practical checklist for setting scope, collecting the right records, verifying access, and starting a new bookkeeping engagement with fewer surprises.
- How to Catch Up on Bookkeeping Without the Panic
A practical way to organize overdue books, work through the backlog, and build a routine that keeps you current.