Running your own business means wearing a lot of hats -including the bookkeeper’s. But how do you know if your bookkeeping is actually working for you instead of against you?
I’ve created the DIY Bookkeeping Health Checklist to help you assess the true financial health of your business - just like I do when reviewing a new client’s books. This checklist is designed to give you clarity and confidence in your numbers, so you can make informed decisions without second-guessing your financials.
What’s inside:
✅ Balance Sheet Checklist – Uncover hidden issues that could cause problems down the road
✅ Income Statement Checklist – Ensure your income and expenses are accurate and up to date
✅ Actionable Insights – Identify red flags and next steps to improve your bookkeeping system