Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Guide
Keeping your books in order, one month at a time
How to use this guide
Publish this for owners who dread bookkeeping and keep leaving it to year end. It shows your method and starts the relationship before they need a paid service.
What is inside
Why monthly beats yearlySmall tasks stay small.
Give your records one homeMost bookkeeping pain comes from records scattered across email, phone photos, paper and half a dozen apps.
Keep business and personal money apartA separate bank account and card for the business is the biggest single help you can give yourself.
Set aside one hourPick a fixed time each month and put it in your calendar like a client meeting.
The monthly routineWork through these six jobs in order.
Get paid on timeLate payment is the most common reason a healthy business runs short of cash.
Put tax money asideMoney in your account is not all yours.
Every quarterOnce every three months, lift your eyes from the detail.
Three title ideas for your own version
Keeping your books in order
The monthly bookkeeping routine
Bookkeeping without the panic
Where to promote it
LinkedInlocal business groupsGoogle Business Profile posts
How long should a bookkeeping guide be?
Long enough to give a routine someone can follow, and no longer. This sample covers a monthly routine, a quarterly check and when to ask for help, with the opening sections visible before the email form.
Make this guide your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
More for accountants
The same audience, 9 other formats.
Client email templates
Email scripts for accountants
For anyone who sells to accounting firms and wants practice owners on their list.
Bookkeeping terms cheat sheet
Cheat sheet for accountants
For accountants who want to reach small business owners still learning the basics.
Monthly expense log template
Template pack for accountants
For accountants who want self-employed clients coming back to them every month.
Swipe file of notes to send your accountant
Swipe file for accountants
For accountants who want clients to give them clear, complete information the first time.
Buyer's guide to choosing an accountant
Buyer's guide for accountants
For accountants who want to be chosen for their service and their clarity rather than for the lowest fee.
Sole trader or limited company decision guide
Decision guide for accountants
For accountants who want to talk to new and growing businesses before they have picked a structure.
Self Assessment mistakes list
Mistakes list for accountants
For accountants who want sole traders and landlords to avoid the errors that bring penalties and stress.
Making Tax Digital roadmap
Roadmap for accountants
For accountants who want sole traders and landlords to ask for help before the new rules reach them.
More guides
The same format, written for 52 other niches.
From hourly to fixed price: a guide
Guide for consultants
For consultants who want an audience of independents ready to stop billing by the hour.
How to validate a course idea: a guide
Guide for course creators
For course creators and coaches who want first time creators on their list.
First financial plan guide
Guide for financial advisors
For advisors who want to reach people making their first financial plan.
Homeowner's guide to selling
Guide for real estate agents
For agents who want leads at the very start of a seller's search.
Hiring your first employees: a guide
Guide for recruiters
For recruiters who want small business owners hiring for the first time.
Landing your first freelance clients: a guide
Guide for freelancers
For coaches who want freelancers who are just starting out.
Making exercise a habit: a guide for fitness coaches
Guide for fitness and nutrition coaches
For fitness coaches who want beginners who struggle to stay consistent.
Keeping clients for the long run: a guide for agencies
Guide for marketing agencies
For anyone who serves agencies and wants owners on their list.
From feast and famine to a full diary: a guide
Guide for business coaches
For business coaches whose client numbers swing between busy months and empty ones.
When to hire a fractional CMO or CFO: a guide for founders
Guide for fractional executives
For fractional executives who want founders to understand the role before the first call.
Sell your book after launch week: a guide
Guide for authors
For authors and ebook sellers whose sales spike at launch and then fade.
From first enquiry to booked shoot: a guide for photographers
Guide for photographers and videographers
For photographers and videographers who want an audience of fellow creatives building a client business.
Ghostwriting a founder's LinkedIn: a practical guide
Guide for linkedIn creators and ghostwriters
For ghostwriters and LinkedIn writers who want other writers and agencies on their list.
How to build a budget you will actually keep
Guide for finance and money educators
For money educators who want people trying to get on top of their spending on their list.
How to run a content audit in a week
Guide for SEO and content consultants
For SEO and content consultants who want marketing managers and in house teams on their list.
How to negotiate a job offer without risking it
Guide for career and executive coaches
For career and executive coaches who want professionals at the offer stage on their list.
Walking habit guide
Guide for health and wellness coaches
For health and wellness coaches who want people who would like to move more, but find gyms daunting, on their list.
Delegation guide
Guide for leadership coaches
For leadership coaches who want managers stretched by doing their team's work on their list.
Weekly prospecting routine guide
Guide for sales coaches
For sales coaches and trainers who want salespeople with an up and down pipeline on their list.
Employee handbook guide
Guide for HR consultants
For HR consultants who want owners of growing small businesses on their list.
Cloud migration guide
Guide for IT consultants
For IT consultants and managed service providers who want small businesses still running an office server on their list.
Home and family protection guide for brokers
Guide for mortgage and insurance brokers
For mortgage and insurance brokers who want homeowners and growing families on their list.
Home renovation planning guide for builders
Guide for home improvement and solar installers
For builders and home improvement firms who want homeowners planning a bigger project on their list.
Room design guide
Guide for architects and interior designers
For interior designers and architects who want homeowners planning a single room on their list.
Small business legal basics guide for law firms
Guide for small law firms
For small law firms with a business practice who want founders and new business owners on their list.
Talk writing guide
Guide for speakers and trainers
For speakers and speaking coaches who want experts preparing their first talks on their list.
Goal setting guide
Guide for life coaches
For life coaches who want people who set goals every year and drop them on their list.
First rental property guide for landlord educators
Guide for property investors and landlord educators
For property investor and landlord educators who want people thinking about a first rental property on their list.
Starting therapy guide
Guide for therapists and counsellors
For therapists and counsellors who want people thinking about therapy for the first time on their list.
Homework help guide for tutors to share with parents
Guide for tutors and education consultants
For tutors and education consultants who want parents of school age children on their list.
Wedding day timeline guide for planners
Guide for wedding planners
For wedding planners who want couples a few months from their wedding on their list.
Pension tax at retirement guide
Guide for pension advisers
For pension advisers who want people about to take money from a pension to find a clear, honest explainer.
Living abroad with UK ties guide for expat tax advisers
Guide for expat and international tax advisers
For expat tax advisers who want people living abroad with a UK home, pension or income.
Starting a UK company from abroad: a guide for formation advisers
Guide for company formation and international business setup advisers
For company formation advisers who want overseas founders setting up a UK company.
Step by step guide to selling a business for brokers and M&A advisers
Guide for business brokers and M&A advisers
For business brokers and advisers who want owners who are thinking about selling in their audience.
What a franchise really costs guide for franchise consultants
Guide for franchise consultants and franchisors
For franchise consultants who want first time buyers to see the whole cost before they talk to a franchisor.
Choosing the right visa route: a guide for immigration advisers
Guide for immigration and visa consultants
For immigration advisers who want people at the start of a move, before they know which route to use.
First week customer onboarding guide
Guide for software companies
For anyone who sells to software companies and wants founders and customer success teams on their list.
Repairs and damp guide
Guide for letting agents and property managers
For letting agents who want landlords and tenants who care about repairs and damp.
How a buyer's agent search works guide for buyer's agents
Guide for buyer's agents and property sourcers
For buyer's agents and property sourcers who want buyers who are unsure what the service involves.
First flip guide
Guide for real estate flippers
For property flippers who want first time flippers and small partners starting with them.
Before you build guide
Guide for home builders and renovators
For builders and renovators who want homeowners planning a first big project.
Garden project cost guide
Guide for landscapers and garden designers
For garden designers and landscapers who want homeowners that have set a realistic budget.
First automation project guide
Guide for AI automation agencies
For automation agencies that want first time buyers who know what to expect.
Choosing an aesthetic practitioner: a guide for clinics
Guide for cosmetic and aesthetic clinics
For clinics who want patients choosing on credentials and care, not on price or a polished feed.
What to expect from physiotherapy: a guide
Guide for physical therapists
For physiotherapists who want people with a new pain or injury to understand treatment before they book.
Eating well on a budget guide
Guide for nutritionists and dietitians
For nutritionists and dietitians whose clients say good food costs too much.
School mornings guide for parenting and family coaches
Guide for parenting, sleep and family coaches
For family coaches who want parents of children starting school on their list.
Freezing, pausing and leaving guide
Guide for gym owners
For gym and studio owners who want prospects to trust their terms and know how to leave if they must.
Prospect list guide
Guide for cold email agencies
For agency owners who want clients to see that the list behind a campaign is built with care.
Bathroom sign off guide
Guide for kitchen and bathroom remodellers
For bathroom fitters who want clients to understand the rules and choose a fitter who follows them.
A nervous patient guide
Guide for dental practices
For private dental practices who look after nervous patients, and who want them to book instead of putting it off.
Pick one, change the words, publish.
Free to start. No credit card.