Free Contractor Bookkeeping Checklist | Bricked Bookkeeping

Is your contractor bookkeeping actually up to date?

Download the free Contractor's Monthly Bookkeeping Checklist and spend 15 minutes checking the financial systems every contractor should be reviewing each month.

Free PDF download. Built specifically for Alberta trades businesses.

The Contractor's Monthly Bookkeeping Checklist cover

Most contractors don't find out their books are behind until it costs them.

Between running jobs, managing crews, and chasing payments, bookkeeping is usually the first thing that slides. A missed reconciliation here, an unreviewed invoice there. None of it feels urgent until tax time, or until you need a clear number and don't have one.

This checklist is the same monthly review a bookkeeper would run on your books. Fifteen minutes, once a month, and you'll always know where you actually stand.

What's on the checklist

The exact monthly routine every contractor's books should go through, whether you do it yourself or hand it off.

Reconciling bank accounts
Reconciling credit cards
Recording and categorizing transactions
Reviewing accounts receivable
Reviewing accounts payable
Recording payroll-related transactions
Tracking job-related costs
Reviewing subcontractor expenses
Reviewing financial statements
Checking for unusual or missing transactions
Reviewing cash flow
WHO'S BEHIND THIS
"I spend my day job deciding how contractors get paid, and categorized, inside a large oilfield services company. This checklist is the same monthly review I'd expect to see on any well-run contractor's books."
— Sarah, Founder of Bricked Bookkeeping & Accounts Payable Manager

Get the checklist, free.

Built for Alberta trades businesses doing $500K to $2M a year. Fifteen minutes a month, and you'll never wonder where your books actually stand.