Chart of accounts setup — organize income, expense, asset, and liability categor
12wMonthly bank and credit card reconciliation process
Accounts payable — track bills and vendor payments
12wAccounts receivable — invoice tracking and follow-up
12wReceipt and expense documentation system
Payroll bookkeeping — salary, contractor payments, and tax filings
11wQuarterly bookkeeping review — financial statements and reports
5wSales tax tracking — rates and filing schedule
10wDepreciation schedule — track fixed asset write-offs
9wYear-end tax prep timeline — gather documents early