A Monthly Bookkeeping Checklist for clients is a comprehensive list of tasks to be completed and monitored on a monthly basis when completing bookkeeping services for your clients. The checklist serves as an effective tool to ensure that all areas of bookkeeping are considered, while providing a consistent review of your client’s financial situation. Common items found on the checklist include reconciling bank accounts, entering cash transactions into accounting software, reviewing invoices or income statements, preparing adjusting journal entries, and more. By following this checklist each month, you can help ensure accuracy and timely completion of all bookkeeping tasks.