The monthly accounting checklist that actually gets used.
A clear 4-page guide that takes the guesswork out of your books — built for busy owners who want to stay organized without spending all weekend on it.
- Week-by-week workflow — never face it all at once
- Time estimates on every task — ~2 hours total per month
- Expert “Watch Out” tips on the costliest mistakes
- 12 deductions worth thousands that most owners miss
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What’s inside
This isn’t a generic to-do list. It’s a complete monthly system designed to help small business owners stay on top of their books — without the overwhelm.
Week-by-week structure
12 essential tasks split across Weeks 1–4 so your books never feel like one giant chore.
Time estimates included
Every task shows how long it takes — usually 5 to 20 minutes — so you can plan your day.
“Watch Out” tips
The mistakes that cost owners most — the kind of advice you’d normally pay an accountant for.
12 commonly-missed deductions
Home office, mileage, QBI, SEP-IRA, and more — with the 2026 numbers you need.