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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.
For: Business owners · Bookkeepers
$22.00
Digital download. No physical item ships.
Buy on Etsy · $22.00Payment and download delivery through the Correct Counts Etsy shop. Opens in a new tab.
Your downloadExcel (.xlsx) plus a Word (.docx) bonus. Works in Excel, Google Sheets, Word, and Google Docs. Fully editable.
I created this template from my experience as an Accounting Manager. About me →
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Inside your download
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
Who it’s for
Business owners doing their own books, bookkeepers cleaning up messy files or onboarding clients, and QuickBooks, Xero, and Wave users.