If you’re a coach, consultant, or solo pro, this weekly bookkeeping checklist for solopreneurs can help you stay organized and stress-free.
Running a solo business is no joke — between managing clients, marketing, and delivering your services, bookkeeping can easily fall to the bottom of your to-do list. Then, before you know it, receipts pile up, bank statements go unchecked, and you’re dreading tax season all over again.
If this sounds familiar, you’re not alone. Many coaches, consultants, and solo service pros feel the same way. Bookkeeping wasn’t part of your dream — it just came with the business. The good news? It doesn’t have to be complicated or time-consuming.
A Simple Weekly Bookkeeping Checklist That Actually Works
One of the easiest ways to take control of your books (without overwhelm) is to set aside just 15–20 minutes each week. Think of it as your “money check-in.” It’s short, simple, and helps you stay organized without the stress.
Weekly Bookkeeping Checklist for Solopreneurs:
- Download or sync your bank and payment app transactions (Stripe, PayPal, etc.).
- Categorize each transaction — was it income, a business expense, or personal?
- Snap and store photos of receipts (a simple folder or Google Drive works! Learn more here↗).
- Track what you earned this week — total your income at a glance.
- List any unpaid invoices or expected payments.
- Log everything in your spreadsheet or QuickBooks Online — keep it up to date.
Set a recurring calendar reminder, play your favorite music, and treat it like a standing meeting with your business.
If you’re using QuickBooks Online, here’s an easy guide to help you get started with logging your transactions:
https://quickbooks.intuit.com/learn-support/en-us/help-article/get-started/get-started-with-quickbooks-online/L4c9shfx3_US_en_US
Why This Small Habit Makes a Big Difference
This simple routine helps you avoid the usual month-end or year-end panic. By staying consistent, you’ll spot errors early, stay aware of your cash flow, and feel more confident about your finances. No more scrambling during tax season or second-guessing your numbers.
And if you’re planning to hire a bookkeeper (like me!), having clean, current records makes it way easier — and faster — to get started.
Bookkeeping for Coaches, Consultants, and Solo Pros Doesn’t Have to Be Stressful
Whether you’re DIY-ing with a spreadsheet or trying to make sense of QuickBooks, a weekly check-in like this is one of the best habits you can build as a solopreneur. And if you’re still feeling unsure or stuck, I’m here to help.
💬 Got questions or need help getting started? Message me or drop a comment below if this checklist helped you — I’d love to hear how you’re managing your books!
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