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Checklists & Templates

Practical starting points to get bookkeeping right.

Download the checklists and templates we use with clients. Customise them to your business.

Core Checklists

Use these to set up or improve your bookkeeping process

Bookkeeping Catch-Up Checklist

Preparing for a backlog reconciliation. What to gather, how to organise it, and how to make the first pass smooth. Use this if your books are behind.

Request

Switching Provider Checklist

What to request from your current bookkeeper or accountant before you move. Ensures nothing gets lost in the handover.

Request

Monthly Bookkeeping Checklist

What happens in a properly-run monthly cycle. Use as a reference to build your own process or audit what you're currently doing.

Request
What's Included

Each checklist covers real scenarios

We built these from actual client work. They're not theoretical — they reflect what actually needs to happen.

  • Step-by-step guidance, not just a to-do list
  • Practical tips for each step based on experience
  • Space to customise for your own business
  • Downloadable as a PDF or Word doc
  • Free to use and share with your team
Bookkeeping checklists and templates
How to Use Them

A simple three-step process

Download

Get the template for your situation. Available as PDF or Word so you can edit.

Customise

Adapt the checklist to your business. Add or remove items based on your actual process.

Assign

Give each team member their part. Use it to coordinate and track progress.

Get the Checklists

Request the current versions on a discovery call.

Book a Discovery Call
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