Tallymoth Bookkeeping
Example
The receipt shoebox sort sheet
Turn the shoebox into tidy piles your bookkeeper can read, one tick at a time.
Example steps
- 1Clear a tableGive yourself room for a pile per heading below.
- 2Pull out the billsRent, power, phone and anything that repeats goes in one pile.
- 3Pull out suppliesAnything you bought to use in the business goes here.
- 4Pull out travel and fuelTickets, parking and fuel receipts share a pile.
- 5Write the reason on the backA few words on each receipt saves a question later.
- 6Band each pile and label itOne band and one sticky note per pile, then back in the box.
What this sheet does not cover: [Your offer goes here: the next problem this checklist leaves, and how you solve it.]
Tallymoth Bookkeeping is an invented business. This sheet is an example layout.