You do not need to be an accountant to stay in control of your finances. A short monthly routine is enough to catch problems early.
Reconcile your bank and card accounts
Matching your records to your statements is the quickest way to find missing or duplicated transactions.
Review unpaid invoices
Follow up on overdue customer invoices promptly. Cash flow problems often start with late payments.
Look at your profit and loss statement
Compare it with the previous month. Large changes deserve a closer look.
Set money aside for taxes
Transfer a percentage of income into a separate account regularly, so tax payments never feel like a shock.
If you would rather hand this over, our bookkeeping team can take care of it for you.