21 Bookkeeping Tasks For Bookkeepers

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BOOKKEEPING TASKS YOU SHOULD PERFORM DAILY

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Daily Accounts Management

Online bookkeeping services can align an organization’s resources properly by daily recording sales and purchase transactions. Without failing, bookkeepers have to record business transactions into the designated accounting software to know exact cash inflow and outflow numbers.

2

Manage Mails/Emails

If you still aren’t practising paperless accounting, your bookkeeper should go through daily emails and sort relevant emails such as cheques/checks from customers, bank and credit card statements, purchase invoices, etc.

Eye on Legality

Whether you receive a letter from IRC or any new tax amendment has just been made, your bookkeeper needs to stay updated about all legal aspects of business management to keep you out of trouble.

Up-to-date Record Management

Filling and archiving important files and folders—both digitally and physically is a vital bookkeeping daily task.

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5 Invoice Management

Depositing checks and cash receivable to the bank and writing off against the relevant invoices is on the top of the bookkeepers’ to-do list. From depositing bill receivables to issuing receipts to customers at the end of the day, bookkeepers have to manage your business invoices daily.

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