Playbook · Beginner · 4h
Set up bookkeeping for a small business: playbook
Put bookkeeping on a monthly rhythm with accounts, categories and a close that takes an afternoon.
- operations
- playbook
Inside this playbook
- Books closed within five days of month end, every month.
- Step 1: Simplify the chart of accounts
- Step 2: Connect the feeds
- Step 3: Set the receipts habit
- Step 4: Write the close checklist
- Step 5: Close and read
- Steps
- 5
- Deliverables
- 3
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