I’m not a stickler for structure, this isn’t a report its an action packed guide so lets get to it.

Before even doing any bookkeeping the question of where and how you will do your books is one you need to immediately answer

• will you be using a software? spreadsheet? or paper?
  • if you do plan on using software, how much are you willing to spend and what information do you need to keep track of?
• will you be doing it yourself? outsourcing it to a bookkeeper? or getting a current employee to do it?

once you’ve answered those and read this:

Questions You Should Ask Yourself Before Starting Your Bookkeeping

Now its time to move on to getting those books done! —>

Here’s some help with your invoicing —>

Monthly Bookkeeping Checklist

Invoicing Best Practices and Template

Okay so you’ve spent the time to do the books…now let’s use that info to help you improve your bottom line

Cash flow statements

Income statement

Balance Sheet

Checklist: using accounting info to make you more $$

why you need bookkeeping

those 3 statements are the core of what your bookkeeping will be used for. now we need to take our statements and make good use of those starting with tax deductions

Guide to Maximizing Tax Deductions

Moving onto practical lessons I learned being where you are: a beginner.

Mistakes to Avoid While Doing Bookkeeping

Quarterly Financial Review Template