Thank you for accessing the Ultimate Bookkeeping Task List. This is a vital resource to empower small business owners like you in managing your finances effectively. We’re thrilled you’re on this journey to take charge of your business operations.
The success of your business is dependent on you making great decisions. This relies upon accurate financial records. And that’s where your bookkeeper comes in.
Our comprehensive Task List provides a roadmap for what you need done by outlining essential bookkeeping functions and the broader scope of work involved. You can use this to assign responsibilities between you and your bookkeeper.
From recording financial transactions to advanced services like payroll processing and budget assistance, our Task List covers it all. This is a tool that you can adapt for the unique needs of your business.
When you hire a bookkeeper – whether they’re in-house or external, you’ve made an investment in the efficiency and accuracy of your financial records. This allows you to dedicate more time and energy to what you do best – running the business towards success.
We’re confident that this scope document will guide you towards a productive relationship with your bookkeeper and allow you to build out your financial team.
Got Questions? We have had some questions about this toolkit as well and have put these at the bottom of the page, so scroll down to check them out. If you have any questions be sure to let us know too.
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Are you doing the bookkeeping yourself and finding it too hard to keep on top of everything that needs to be done?
Use our directory to find a bookkeeper to work with.
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Here at the Bee Group
FAQ’S
You have questions!! We have the answers. These have been some of the questions that have come up so far …
How do I know if the Ultimate Bookkeeping Task List is right for me?
If you’re a small business owner who is looking to streamline their bookkeeping tasks and improve financial organisation, then this task list is perfect for you. It is designed to be easy to use. Simply tick the tasks that you are doing (or want done) and then let us help you find someone to get the work done. As a business owner you are already wearing enough hats and bookkeeping is one of the easiest tasks that you will ever outsource.
How do I know what tasks I want done?
Simply read through the task list and check off what you are doing right now. This will give you an idea of the things that you should be immediately outsourcing.
If you are unsure about how much time you’re spending on bookkeeping tasks, then please take a look at our Find 5 Introduction course, which will help you start logging your time so that you can see just where you are spending your time each day. We’ll even give you the Introduction sessions for FREE if you really want to make a change in your business. Just reach out to us and let us know.
I already have a bookkeeper, can I still use this?
Yes. In fact, it is highly recommended that you do. This just gets everyone on the same page as to who is doing what. It can also open up areas of discussion with your bookkeeper about the things that they are doing and where they could provide more support. You may even want to chat with your accountant about some of the items at the end for reporting rhythm and regularity.
Do you have a checklist of everything that should be done monthly, quarterly and yearly?
Yes we do, We even have a course for this called our Financial Housekeeping program. If you do want help with this, we do offer this as a certification as well for bookkeepers and bookkeeping assistants. If you want to find someone to help you out with this, just get in touch with us and we’ll give access to our current list of certified professionals.
