Is this even right?
Let’s be honest: very few people start a business because they’re excited to look at a balance sheet. You started your business to create, to serve, and to build something of your own. But you know that regularly reviewing monthly financial statements is crucial to guiding the growth of your business.
So, you reconciled your bank and credit card accounts. Does this means your financials are ready to go? How do you know when your month end is “done?” How can you be sure your reports are giving you trustworthy information?
I made a tool for this: The Month-End Bookkeeping Checklist.
This two-page PDF is a "cheat sheet" designed to sit on your desk (or in a browser tab) and walk you through the financial statement review steps, one bite at a time. It’s the same workflow I use to ensure my clients’ books are accurate and consistent.
Reviewing your books isn't just about catching errors or getting ready for tax season. It’s about having the tools to make informed decisions so you can stop guessing and get to knowing!
Want more detail?
The full guide goes deeper, explaining why each step matters, what red flags to look for, and how to handle common problems like uncleared transactions, undeposited funds, and owner's draws.
It's written for solopreneurs and small business owners using QBO, and it's designed to feel like having a bookkeeper walk through the process with you.
