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Correct Counts tool
Bookkeeper Cleanup Checklist and Expense Guide
Work through cleanup with a practical checklist and a clearer approach to reviewing and categorizing expenses.
For: Business owners · Bookkeepers
$18.00
Digital download. No physical item ships.
Buy on Etsy · $18.00Payment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadExcel (.xlsx), three tabs. Works in Excel and Google Sheets alongside any bookkeeping software.
I created this template from my experience as an Accounting Manager. About me →
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Inside your download
What’s included
- Cleanup checklist with 25 tasks across uncategorized transactions, duplicates, receipt matching, reconciliations, and final review
- Expense category guide with 19 categories and real examples
- Answers for 20 common tricky expenses, including platform fees, Zoom, Canva, laptops, mileage, client gifts, and home internet
Who it’s for
Business owners behind on categorizing, bookkeepers onboarding a messy client, Etsy sellers confused by platform fees, and freelancers.