A simple weekly bookkeeping routine for sole traders
Lufu · https://lufu.co/resources/weekly-bookkeeping-routine-sole-traders
Published 2026-09-30
Updated 2026-11-01

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Choose a regular time to collect documents, check money in and out, review unpaid invoices and note questions. Fifteen minutes is a useful starting point, not a test you need to pass.

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Review period: ____________________

[ ] Collect readable sales and purchase documents
[ ] Review new bank transactions against supporting records
[ ] Check unmatched items and possible duplicates
[ ] Review upcoming bills and unpaid invoices
[ ] Invoice completed work that is ready to bill
[ ] Write down questions with dates, amounts and documents
[ ] Choose the next time to check in