The Service Business Owner’s Monthly Bookkeeping Checklist

A simple, practical guide to help you keep your numbers organized every month. Designed specifically for service based business owners who want clarity and control over their finances.

What’s Inside

  • Gathering your monthly records

  • Recording income and expenses

  • Reconciling accounts

  • Reviewing cash flow and invoices

  • Planning ahead with confidence

Stay on top of your business finances without the overwhelm by following this simple checklist.

Download your free copy today and start building better financial habits.

No spam. Just practical tools for growing a healthier business.

Want more than a checklist?

Sequoia CPA offers monthly bookkeeping and advisory support tailored to service based businesses.