Books checklist

Books Checklist

  • Keep track of all financial transactions
  • Prepare financial statements
  • Monitor cash flow
  • Record accounts payable and receivable
  • Maintain accurate inventory records
  • Track purchase orders and supplier invoices
  • Conduct regular stock counts
  • Generate inventory valuation reports
  • Record sales transactions
  • Track customer payments
  • Generate sales reports
  • Monitor sales commissions
  • Keep records of employee wages and salaries
  • Track employee hours with timesheets
  • Record tax withholdings
  • Manage employee benefits
  • Maintain tax records
  • Keep business licenses up to date
  • Manage insurance policies
  • Ensure health and safety compliance
  • Provide employees with a handbook
  • Record guest feedback
  • Maintain maintenance records
  • Track marketing and advertising expenses

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