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Bookkeeping Basics Checklist

Bookkeeping Basics Checklist

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📋 Bookkeeping Basics Checklist – Free Download

R0.00 | A simple checklist to help small business owners get clarity, stay organized, and feel financially in control
📥 Instant PDF download | Beginner-friendly | No experience needed


💡 Start Your Bookkeeping Journey with Clarity (Not Confusion)

Not sure what to track in your business finances?
Feel like bookkeeping is overwhelming or “only for accountants”?

The Bookkeeping Basics Checklist by Avrio Kursusse is your free, step-by-step guide to understanding the essential bookkeeping tasks you need to manage — daily, weekly, monthly, and beyond.

Whether you’re just starting your business or trying to clean up your financial routine, this guide will help you get organized, confident, and in control.


✅ What You’ll Learn

🔹 Business Setup Essentials

  • Separate personal and business finances

  • Register your business and create a basic filing system

  • Use consistent naming for all income and expense records

🔹 Daily & Weekly Habits

  • Record income and expenses

  • Reconcile transactions

  • Keep digital copies of receipts

  • Build a system that becomes a habit

🔹 Monthly Tasks

  • Categorize expenses

  • Compare income vs. expenses

  • Set aside money for VAT or taxes

  • Backup data and update financial software

🔹 Reports to Review

  • Profit & Loss Statement

  • Balance Sheet

  • Cash Flow Summary

  • Accounts Receivable / Payable

📌 These tasks build the habit of awareness—not just record-keeping.

Bookkeeping Basics Checklist


🧭 Bonus: 7-Day Starter Plan

Page 3 includes a simple 7-day action plan with one task per day to get started fast:
✔️ Open a business account
✔️ Record real transactions
✔️ Save and label 5 receipts
✔️ Celebrate your progress!

📅 Each small step builds real confidence in your bookkeeping process.

Bookkeeping Basics Checklist


📘 What You’ll Receive

  • 📝 Printable PDF checklist

  • 🎯 7-Day Starter Plan + Quick Wins

  • 💡 Habit-building tips and reminders

  • 🔗 Recommended next steps for deeper learning


👩 Perfect For:

  • Small business owners and side hustlers

  • Entrepreneurs managing their own books

  • Freelancers and self-employed individuals

  • Beginners who want clear, actionable guidance


🎓 Want to Go Deeper?

Once you’ve started with this checklist, the next step is the
👉 Bookkeeping Fundamentals Self-Study Course
Learn how to do bookkeeping confidently, with expert guidance and a recognized certificate.


💸 Price

🎁 FREE – Because the first step toward financial clarity shouldn’t cost you anything.
📥 Instant digital download — no shipping required


👉 Click “Add to Cart” and download your Bookkeeping Basics Checklist now.
Get clear on your numbers, build habits that stick, and take control of your financial future.


 

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