Business Toolkits

Bookkeeping Toolkit

Practical guides to simplify bookkeeping and give your business a stronger financial foundation.

What is bookkeeping?

This guide explains the fundamentals of bookkeeping with practical tips to help you build an effective bookkeeping strategy for your business. It also shows how strong books create the foundation for smarter decisions and sustainable growth.

What is a billing system & how to set one up

A good billing system can automate time consuming back-office tasks, such as recurring payments, and reduce the number of late payments you get. Explore what billing systems are and what to focus on when comparing different solutions.

Year-end checklist for small businesses

What needs to be done, and what’s optional? Use this year-end checklist to complete the essential tasks and free up time for what matters most. It ensures your finances are accurate, deadlines are met, and your business is set up for a smooth start to the new year.

Should you invoice “due upon receipt”?

When clients know they’re expected to pay immediately, it can speed up cash flow and reduce the risk of outstanding balances piling up. However, having invoices due upon receipt isn’t always recommended. It can cause friction with clients who are also trying to manage their own cash flow.

Free 45-Minute Bookkeeping Audit

Get expert eyes on your books, clear next steps, and a better understanding of what’s working, what’s broken, and how to build a smoother, more reliable finance function.

Bookkeeping Best Practices for Small Businesses

Avoid cash flow traps: separate business from personal finances, automate and reconcile your books regularly, track cash and documentation closely, and upgrade your systems before they can’t keep up.

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