What should you receive from monthly bookkeeping
https://www.orbisaccounting.ca/guides/monthly-bookkeeping-deliverables/


What happens before the reports
[ ] Provide complete bank and card statements
[ ] Send sales reports and purchase documents for the month
[ ] Explain owner transfers and unusual purchases
[ ] Answer the outstanding questions
[ ] Review the completed reports and any unresolved items

Read the monthly report pack

A fictional report example

Confirm the work included in your plan

Orbis Accounting · Checklist only. See the guide for context.