Free Bookkeeping Checklist for Service-Based Business Owners

Tired of scrambling during tax season? You are not alone. This free checklist shows you exactly what to do every month and quarter to keep your books clean, organized, and stress-free. It is the same process we use with the Done-For-You Beyond the Books clients.

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Fill out the form below to download your checklist and finally stop guessing when it comes to your numbers.

What Is Inside the Checklist

Know exactly what to do and when.

This checklist breaks down your bookkeeping tasks into 5 focused categories:

Monthly Bookkeeping Habits

Quarterly Financial Reviews

Red Flags & Clean-Up Triggers

What Your Tax Preparer Actually Needs

A Quick DIY vs. Outsourcing Guide

Use it as your monthly workflow or as the kickstart to finally getting help.

This site does not provide legal or financial advice.

Beyond the Books is led by an IRS Enrolled Agent. As an IRS Enrolled Agent, Cat is fully authorized to represent you in audits, ensuring your rights are protected and providing expert guidance every step of the way. If you've received an audit notice, don’t navigate it alone. Contact Beyond the Books for a personalized consultation and quote tailored to your situation. Learn more about what an EA is HERE.

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