Monthly bank reconciliation — match all transactions
9To sort this month
Invoice tracking — outstanding and overdue invoices
5To sort this month
Expense categorization — sort receipts by tax category
To sort this month
Payroll and contractor payments — process and file
To sort this month
Sales tax filing — calculate and remit by state deadline
To sort this month
Profit and loss statement — review monthly P&L
11To sort this month
Credit card reconciliation — business card transactions
9To sort this month
Estimated quarterly tax payments — calculate and remit
To sort this month
Business bank account signer review — update authorized users
To sort this month
sophia-patel-bookkeeping /

Small Business Bookkeeping Checklist & Monthly Finance Tracker

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