Free Resources for Business
Owners
Short, useful guides written for contractors and service-business owners. No fluff, no sales script — just what we’d want to know if we ran the business.
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The Contractor Bookkeeping Checklist
15 Things to Check Every Month
Use this checklist to make sure your bookkeeping doesn’t fall behind. Print it, share it with your office manager, or run it monthly yourself. Covers reconciliations, AP/AR, payroll, sales tax and the reports you should be reading every month.
Bank accounts reconciled
Credit cards reconciled
Invoices sent & recorded
Vendor bills entered
Payroll categorized
Job costs tagged
Sales tax reviewed
P&L reviewed
Balance sheet reviewed
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