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DIY Bookkeeping Health Checklist
Get my DIY Bookkeeping Health Checklist and assess the true state of your business finances! This freebie walks you through the exact areas I check when reviewing a client’s books - helping you spot red flags, avoid costly mistakes, and feel confident in your numbers.
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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.
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?
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
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