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Correct Counts tool
Bookkeeping Checklist System
Keep recurring bookkeeping work visible with a repeatable system for the tasks that keep the books moving.
$22.00
Instant digital download. No physical item ships.
About this tool
Description
Every recurring bookkeeping task in one spreadsheet: weekly, monthly, quarterly, year-end, cleanup, and tax prep. Each task has a status column and a notes column, so nothing falls through the cracks.
What’s included
- 13 tabs covering an overview, daily and weekly tasks, monthly close, quarterly review, year-end, cleanup, and tax prep
- Cleanup tabs for intake, transactions, AP/AR, reconciliations, payroll, adjustments, review, and delivery
- A five-page printable Word version of the weekly, monthly, quarterly, year-end, and tax prep checklists
Format
Excel (.xlsx) plus a Word (.docx) bonus. Works in Excel, Google Sheets, Word, and Google Docs. Fully editable.
Who it’s for
Business owners doing their own books, bookkeepers cleaning up messy files or onboarding clients, and QuickBooks, Xero, and Wave users.