Skip to main content

Weekly Accounting Checklist for Small Business

Develop excellent accounting practice to keep your financial records on the track. As a small business owner, you regularly managed, don’t have to take up much of your time. You need a small business weekly accounting checklist to help keep your finances structured. Here are the responsibilities you should be doing each and every week.
Bank Account Reconciliation
Your bank account actually can't be reconciled frequently. Proper bank reconciliation means that you have the money that you think you have, which is clearly very essential for any business.
Most of the small businesses make the general mistake of waiting for a bank statement to reconcile their accounts, but bank statements are only mailed monthly. That means you have around 30 days between reconciliations, and a lot can occur in 30 days. You are supposed to at least reconcile all of your cash accounts weekly.
 Vendor Payments
A vendor payment is very important for keeping track of your debts, and it's also essential for establishing a good reputation and credit history with your vendors.
This is one of the tasks that shouldn't take place every day either. It's puzzling and lengthy process for your bookkeeper, and there's no actual profit to paying bills every day. Once a week is the best timeframe for this task because it's most efficient. Your bills are paid on time, and your bookkeeper isn't troubled by too many check runs.
Customer Receipts
No one wants to pay a bill, then receive a past due notice a week afterward. To stay away from this situation, make sure your customer receipts are recorded in a timely manner. Daily would be ideal, but weekly should be sufficient, too.  Clearly, you should also not at all mail statements without posting all your receipts first, except you want to field calls from upset customers.
Review employee timesheets
This is a critical small business accounting task. Even if your payroll is on a biweekly or semimonthly basis, you should review your employees’ timesheets weekly. perfectly, you want to check these two days before the end of the work week. This is a way to avoid surprise overtime liabilities.
Other Transaction Entries
Auto-debits, interest payments, and bank fees are some regular transactions that you'll have to record weekly. Most bookkeepers prefer to record these before a bank reconciliation to make the process as smooth as possible.

As you grow, you'll likely build up your own system for each phase of the accounting cycle, but this guide should give you a good start. 

Comments

Popular posts from this blog

CHOOSING THE RIGHT ACCOUNTING SOFTWARE

To find the right  accounting software  for your business, ask potential vendors the following questions: User Basic Software   is a Singapore based company, which develops business software to serve market in Singapore. Every business starts with User Basic Software. We inspire to be the number 1 integrated business solution provider and also aim to deliver cost effective accounting software solutions to the customers. Established in 1999, we are currently the leading company in providing accounting software, payroll software,  inventory software  and many more in Singapore and Malaysia. We market software for the small and medium enterprises (SMEs) market. The company is listed on the IRAS Singapore for compliance to it’s guideline on accounting software and CPF Board Singapore for compliance to IR8A and CPF text file online submission. Is your software built for small businesses? Is your software a good fit for my industry? Do you off...

Simple Guide To Transfer Quicken From A PC To A MAC

Quicken software is one of the  Singapore accounting software  to track business information such as finances, invoices, and payments. Such information can read effectively by the MAC computer. This feature enables the business owner to transfer quicken from PC to MAC. To transferring the quicken files you have to install that software on both MAC and Windows. Prepare File to Export First, install the  Quicken accounting software  in the PC Then Go to Toolsà Account list If you want to view the hidden accounts just click the OptionàView Hidden Accounts Then click Manage Accounts. In that section, you need to uncheck all the “hide in quicken” checkboxes If any of the account named with special characters or more than 15 characters just right-click the account name and press Edit button to enter the new file Select all financial data which contains personal cash flow and business information and click the “Accept All” button Then export the financial da...

MYOB Software Integration

MYOB is one of the most famous  accounting software  packages which can be used by small to medium businesses, accountants and consultants to make their accounting effort easier. Are you looking for  MYOB software integration  package to integrate with your web-based software? User Basic Software helps you in automating the business workflows and to extend the accounting system functionality by developing the  custom solution software . What is MYOB? MYOB abbreviated as Mind Your Own Business is Australian software and they provide software package in both cloud-based form and hybrid PC based application with online synchronization. A Cloud-based form is generally known as  MYOB Essentials  and hybrid PC based application is generally known as  MYOB AccountRight.  By using the  MYOB accounting software  you can manage invoices, expenses, inventory, GST and  payroll  with flexibility. Based on your business requi...