A free monthly routine

Close the month.
Clear your head.

Work through the records you have. Flag what needs attention. Pick up where it matters next.

MONTHLY REVIEW 0 of 6 checked

Review invoices and payments Check issued invoices, payment records, and anything still outstanding. Decide which records need a closer look. Check recorded income Compare the income you recorded with the source documents you use. Flag missing or duplicate entries. Match receipts to expenses Make sure source documents are readable and that the recorded amounts agree. Keep business-purpose notes with the record. Review categories and context Check uncertain categories and mixed-use records. Keep questions for your accountant instead of guessing. Review business trips Check dates, kilometres, trip purpose, and the right company. Keep vehicle records with the related expenses. Keep a copy and a follow-up list Use your normal backup or export routine. Note unresolved questions and choose a time to return to them.

Checking a box is a personal reminder, not verification that your books are complete.

Turn the review
into a routine.

Keep your review manageable: gather this month’s records first, work through the list, then separate completed items from open questions. If you print this page, write the month at the top and keep it with your records.

Build a weekly receipt habit ↗

Preparing for year end? Start here ↗

Your next step

A little more organized.
A lot less catching up.

Start with one invoice, one receipt, or one business trip.

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Close the month.Clear your head.

Turn the reviewinto a routine.

A little more organized.A lot less catching up.

Close the month.
Clear your head.

Turn the review
into a routine.

A little more organized.
A lot less catching up.