📝Create a monthly bookkeeper checklist to stay organized and ensure all tasks are completed.
⏰Estimate the time required for each task to effectively manage your schedule.
🔍Categorize transactions accurately to maintain tidy and accurate financial records.
💡Consult with your accountant for any unclear or complex transactions.
📊Generate reports and graphs to provide valuable insights to your clients.
Why is creating a checklist important for bookkeepers?
—A checklist helps bookkeepers stay organized, track their progress, and ensure they complete all necessary tasks each month.
How can I estimate the time required for each task?
—Based on your experience, estimate the average time each task takes and add extra time to account for unexpected issues or complications.
Why is accurate categorization of transactions important in bookkeeping?
—Accurate categorization allows for clear and organized financial records, making it easier to generate reports and track expenses.
When should I consult with my accountant?
—Consult with your accountant whenever you encounter complex transactions or are unsure about how to categorize certain expenses.
How can reports and graphs benefit my clients?
—Reports and graphs provide valuable insights into a client's financial performance, helping them make informed business decisions.
00:00Introduction and overview of the super simple bookkeeper checklist and workflow.
03:04Explanation of the importance of creating a monthly checklist for bookkeeping tasks.
05:20Tips for estimating the time required for each task to effectively manage your schedule.
07:45Importance of accurate categorization of transactions for organized and accurate financial records.
09:58The value of consulting with your accountant for complex transactions or unclear categorization.
12:15Benefits of generating reports and graphs to provide valuable insights to clients.
