What is in the PDF

  • Every week, Every month, Every quarter, Once a year

How to use this checklist

Download the PDF and print it on US Letter or A4 paper. Place the checklist where you do your bookkeeping, such as near your computer or in a binder. Each task has a checkbox; mark it when you complete the task. Start with the Every week section and work through the tasks in order. After finishing a week, move to the Every month section at the end of the month. Repeat this process for Every quarter and Once a year sections. The checklist helps you track 22 bookkeeping tasks across four time periods. It reminds you to record income and expenses, reconcile your bank account, and organize receipts, invoices, and paperwork. Use the same checklist each week, month, quarter, and year by checking off tasks and starting fresh for the next period. No sign up or email is needed to access the file.

Tips

  • Print multiple copies and keep one in your workspace and one in your bag for reference on the go.
  • Use a pencil to check off tasks so you can erase and reuse the same sheet each week.
  • Set a recurring calendar reminder for each section to stay on schedule without forgetting.

Questions and answers

Can I adapt the checklist to my own business needs?

Yes, you can add or remove tasks by writing them in the blank spaces on the PDF, but the file itself is a fixed template.

Can I print this checklist?

Yes, the PDF is designed for printing on US Letter or A4 paper, with checkboxes for each task.

Is this checklist suitable for any country?

Yes, the tasks are country neutral and focus on general bookkeeping routines like recording income and expenses.

General template. Not legal, tax or accounting advice. Rules differ by country.