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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.
$18.00
Instant digital download. No physical item ships.
About this tool
Description
For books that got messy. Work through the cleanup step by step, and stop wondering whether a transaction is marketing or software.
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
Format
Excel (.xlsx), three tabs. Works in Excel and Google Sheets alongside any bookkeeping software.
Who it’s for
Business owners behind on categorizing, bookkeepers onboarding a messy client, Etsy sellers confused by platform fees, and freelancers.