Free Xero
Bookkeeping Checklist
Keep your books accurate, your BAS stress-free, and your time intact.
Running a business is hard enough without second-guessing your bookkeeping. This free checklist shows you exactly what to do each week and month in Xero to stay on top of invoices, bank reconciliations, and reports — no jargon, no overwhelm.
It’s the same system I use with my clients to keep their books clean, compliant, and audit-ready.
Instant access. No fluff. Just the steps that matter.
What’s Inside
A clear, practical bookkeeping routine designed for real small business life — not textbook theory.
You’ll get:
A weekly rhythm that keeps your Xero file tidy and up to date, including how to record invoices, payments, and transactions before they pile up.
A simple monthly routine to reconcile accounts, review your Profit & Loss and Balance Sheet, and stay confident before BAS time.
Key checks to catch issues early like overdue customer invoices and unbalanced bank accounts.
Professional habits used by certified bookkeepers to keep your numbers clean and audit-ready.
A reminder to actually look at your reports (and what to look for) so you understand your business beyond the numbers.
Built for business owners who want their books accurate, their BAS stress-free, and their time intact.
Your future self (and your BAS agent) will thank you.
Who's This Perfect For?
Busy owners who
want tidy books, fast
Business owners doing their own bookkeeping
Anyone avoiding
the BAS-time panic.
People who want a clear bookkeeping routine they can actually stick to
Newer businesses wanting good habits early.
“My books are fine…
probably?” people.
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